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Old Westbury Small & Mid Cap

OWSMX
16.17
+0.06
+0.37%
9/27/2016
5 Years
  • Previous Close

    16.11

  • Net Assets

    5.62B

  • Yield

    0.74%

  • 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 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. Under normal circumstances, the fund invests at least 80% of its net assets, including borrowings for investment purposes, in securities of small and medium capitalization companies.

Purchase Information

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

Inception

4/5/2005

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