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 Sector Allocation
OWSMX sector allocation breaks down across Industrials (11.4%), Financials (7.5%), Information Technology (6.6%), Consumer Discretionary (6.5%), Health Care (4.3%). Across 2263 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
OWSMX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
OWSMX by country shows geographic exposure. OWSMX overlap reveals how sector exposure compares with other funds.