3 / 5 Stars
1 1 4 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#140 in World Stock
U.S. News evaluated 304 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 18.81 percent over the past year, 9.76 percent over the past three years, and 19.12 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.2%|
|3 Years (Annualized)||9.8%|
|5 Years (Annualized)||19.1%|
|10 Years (Annualized)||N/A|
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.
Fees are Above Average compared to funds in the same category.
Old Westbury Small & Mid Cap Fund has an expense ratio of 1.11 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.