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)

Fund Fees

Updated 03.01.2014

Maximum Sales Fees %
Initial
Deferred

Updated 03.01.2014

Maximum Fees %
Administrative 0.035
Management 0.85
Redemption

Updated 03.01.2014

Actual Fees %
12b-1
Management 0.85
Net Expense Ratio: Annual Report 1.11
Net Expense Ratio: Prospectus 1.14

Updated 03.05.2014

Total Cost Projections
3-Year $369.00
5-Year $646.00
10-Year $1,436.00

Purchase Information

Updated 03.01.2014

Minimum Investments
Initial $1,000.00
Additional $100.00
Initial IRA
Additional IRA
Initial AIP
Additional AIP