Skip to Content

Old Westbury Small & Mid Cap Strategies OWSMX Fund Analysis

| Quantitative rating as of | See Old Westbury Investment Hub

Morningstar’s Analysis OWSMX

Will OWSMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.



Old Westbury Small & Mid Cap Strategies earns a Morningstar Quantitative Rating of Neutral on the basis of subpar ratings in both the Process and Parent Pillars. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor