OWSMX Mutual Fund
OWSMX Mutual Fund
NAV$19.54
TER1.13%
Holdings2,263
See how much of OWSMX you already own
OWSMX Mutual Fund
NAV$19.54
Old Westbury Small & Mid Cap Strategies Fund
TER1.13%
Holdings2,263
See how much of OWSMX you already own
OWSMX Mutual Fund Geographic Allocation
OWSMX geographic allocation spans US (45.4%), Japan (11.2%), United Kingdom (4.6%), China (4.4%), Australia (3.5%). The fund covers 7 regions.
OWSMX country exposure helps investors assess international diversification and geopolitical risk. OWSMX sectors alongside geography give a fuller picture of portfolio allocation.