Old Westbury Small & Mid Cap Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 1.72 0.44 1.28
Stocks 32.29 0.0 32.29
Bonds 0.0 0.0 0.0
Other 0.28 0.0 0.28
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 66.05 0.0 66.05
Convertible 0.0 0.0 0.0
Preferred 0.09 0.0 0.09

Updated 04.30.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 04.30.2014

Ticker YTD Return % % Net Assets
iShares Core S&P Small-Cap --- --- 5.85
iShares MSCI EAFE Small-Cap --- --- 5.34
SPDR S&P International Small Cap --- --- 2.39
WisdomTree Japan Hedged Equity --- --- 2.33
Vanguard Small Cap ETF --- --- 1.32
SPDR S&P MidCap 400 --- --- 1.18
Sensient Technologies Corp SXT 16.9 0.65
UMB Financial Corp UMBF 1.04 0.61
Treehouse Foods Inc THS 17.14 0.59
Clarcor Inc CLC -2.6 0.59