Old Westbury Small & Mid Cap Fund

Class No Load (OWSMX)
Scorecard
3 / 5 Stars
Lipper
1 1 4 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

#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.

See all Old Westbury funds

See full World Stock rankings

See more fund rankings

Performance

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%
1 Year 18.8%
3 Years (Annualized) 9.8%
5 Years (Annualized) 19.1%
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.

Fees

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.

See more OWSMX fees

Risk

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

See more OWSMX risk