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Old Westbury Small & Mid Cap Strategies Fund

OWSMX:US
NASDAQ GM
15.94
USD
0.00
0.00%
As of 9:29 AM EST 2/24/2017
Fund Type
Open-End Fund
52Wk Range
13.16 - 16.01
1 Yr Return
21.42%
YTD Return
4.59%
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Previous Close
15.94
52Wk Range
13.16 - 16.01
1 Yr Return
22.57%
YTD Return
4.59%
Fund Type
Open-End Fund
Objective
Blend Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 02/24/2017)
15.94
Total Assets (b USD) (on 01/31/2017)
5.590
Inception Date
04/07/2005
Last Dividend (on 12/22/2016)
0.08955
Dividend Indicated Gross Yield
0.56%
Fund Managers
JOHN BERNARD HALL / SCOTT T BRAYMAN
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.00%
Current Mgmt Fee
0.85%
Expense Ratio
1.11%

Top Fund Holdings

Name Position Value % of Fund
860.00 k 116.31 m 2.11
2.73 m 116.21 m 2.11
2.24 m 107.75 m 1.96
1.63 m 107.55 m 1.96
860.76 k 107.47 m 1.95
2.50 m 106.45 m 1.94
830.00 k 104.03 m 1.89
460.00 k 99.67 m 1.81
815.00 k 98.38 m 1.79
533.00 k 93.83 m 1.71
Profile
Old Westbury Small & Mid Cap Strategies Fund is an open-fund incorporated in the USA. The Fund seeks long-term capital appreciation. The Fund invests 45-50% of its assets in U.S. companies, approximately 35-45% in non-U.S. companies in countries with developed markets, and approximately 5-15% of its assets in non-U.S. companies from emerging market countries.
Address
Old Westbury Funds,Inc.
c/o PFPC Inc.
760 Moore Road
King of Prussia, PA 19406
USA
Phone
1-800-607-2200