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Old Westbury Small & Mid Cap

OWSMX
13.19
-0.16
-1.20%
2/11/2016
5 Years
  • Previous Close

    13.35

  • Net Assets

    4.75B

  • Yield

    0.80%

  • Front load

    None

  • Expenses

    1.11%

  • Category

    World Stock

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Old Westbury

Fund Style

Open

Fund Manager

Ormala Krishnan

Investment Style

Medium Blend

The investment seeks long term capital appreciation. The fund pursues its investment goal by investing in a diversified portfolio of equity and equity-related securities throughout the world, including in emerging markets. It invests at least 80% of its net assets, including any borrowings for investment purposes, in securities of large capitalization companies. The Adviser currently defines large capitalization companies as companies having, at the time of initial investment, a market capitalization equal to or greater than the largest 70% by market capitalization of the companies that comprise the MSCI ACWI Investable Market Index (IMI).

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

4/5/2005

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