OWSMX Mutual Fund

OWSMX Mutual Fund (Old Westbury Small & Mid Cap Strategies Fund) is managed by Old Westbury Funds. OWSMX expense ratio is 1.13%, holding 2263 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2005-04-05.

OWSMX performance shows a YTD return of 8.62%. The 1-year return is 17.48% and the 5-year return is 3.15%. OWSMX dividend yield stands at 7.69%, paid annually.

OWSMX top holdings include Vaneck Vectors Junior Gold Miners ETF (3.6%), Fswp: Ois 8.110000 11-Sep-2031 Tii (1.5%), SPDR S&P Biotech ETF (1.1%), SK Square Co. Ltd. (0.8%), Keysight Technologies Inc. (0.6%). Go to all OWSMX holdings, OWSMX sectors, or OWSMX dividends.

OWSMX can be compared against other funds. Use OWSMX overlap to find shared positions, or OWSMX vs another fund for a side-by-side view. OWSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.