Skip to Content

Old Westbury Small & Mid Cap Strategies OWSMX

Medalist Rating as of | See Old Westbury Investment Hub
  • NAV / 1-Day Return 15.38  /  0.45 %
  • Total Assets 8.3 Bil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.66%
  • Turnover 41%

Morningstar’s Analysis OWSMX

Will OWSMX outperform in future?

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Old Westbury Small& Mid Cap Strategies to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings OWSMX

  • Current Portfolio Date
  • Equity Holdings 1797
  • Bond Holdings 0
  • Other Holdings 65
  • % Assets in Top 10 Holdings 12.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Dollar

4.00
270,573,594
Cash and Equivalents

VanEck Oil Services ETF

2.98
201,565,940

Health Care Select Sector SPDR® ETF

1.56
105,566,331

VanEck Junior Gold Miners ETF

1.40
94,907,311

FlexShares Mstar Glbl Upstrm Nat Res ETF

1.39
94,280,508

SPDR® S&P Metals and Mining ETF

1.12
75,922,336

United States Treasury Bills 5.33434%

0.88
59,885,167
Government
0.86
58,042,545
Technology

Utilities Select Sector SPDR® ETF

0.82
55,416,196
0.71
48,061,702
Healthcare