Old Westbury Global Small Cap Fund

Class No Load (OWSMX)
Scorecard
5 / 5 Stars
Lipper
5 3 5 5 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
C+ (Hold)

#12 in World Stock

U.S. News evaluated 287 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Old Westbury funds

See full World Stock rankings

See more fund rankings

Performance

The fund has returned 14.06 percent over the past year, 10.78 percent over the past three years, and 8.94 percent over the past five years.

Trailing Returns Updated 04.30.2013
Year to date 9.0%
1 Year 14.1%
3 Years (Annualized) 10.8%
5 Years (Annualized) 8.9%
10 Years (Annualized) N/A

See more OWSMX performance

Summary

The investment seeks long term capital appreciation. The fund invests in a broad, diversified portfolio of securities of small and medium capitalization companies traded on a principal U.S. exchange or U.S. over-the-counter market, and securities of small and medium capitalization non-U.S. companies in foreign countries, including emerging market countries. It invests at least 80% of its net assets, including borrowings for investment purposes, in securities of small and medium capitalization companies. The fund invests at least 80% of its total assets in at least three countries, and may invest 50% or more of its assets in a single country.

Fees

Fees are Above Average compared to funds in the same category.
Old Westbury Global Small Cap Fund has an expense ratio of 1.11 percent.

See more OWSMX fees

Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

See more OWSMX risk

Advertisement
World Stocks
Rankings

See More Funds

Highest Returns (10-year)

See More Funds

Slide Shows
7 Mutual Funds That Make Huge Bets

These funds invest much of their portfolios in one company.

Why Dow 14,000 Is a Tough Milestone

History shows this mark to be one of the most difficult for the market.

Emerging Markets to Consider in 2013

The Philippines, China and other key emerging markets for this year.