4 / 5 Stars
1 2 4 5 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#100 in World Stock
U.S. News evaluated 306 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 15.38 percent over the past year, 9.07 percent over the past three years, and 17.05 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.0%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||17.0%|
|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.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 3 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2014-02-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year and 3 for five years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2014-02-12
The fund's Value Line Risk Rank, a measure of volatility, is 3 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2014-02-12