Nasdaq - Delayed Quote USD

Old Westbury Small & Mid Cap Strategies (OWSMX)

16.96
+0.12
+(0.71%)
At close: May 16 at 8:04:24 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Morgan Stanley - Brokerage Accounts
  • JPMorgan
  • Morgan Stanley Consulting Group Advisor
  • Matrix Financial Solutions
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • MSWM Brokerage
  • Morgan Stanley Portfolio Management

Fund Summary

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.

Fund Overview

Category World Small/Mid Stock
Fund Family Old Westbury
Net Assets 8.16B
YTD Return 0.31%
Yield 0.91%
Morningstar Rating
Inception Date Apr 05, 2005

Performance & Risk

YTD Return 5.25%
5y Average Return 8.61%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

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