Old Westbury Small & Mid Cap Strategies FundOWSMX
Type
Mutual fund
Peer group
Global equity
Net assets
$9.4B
Expense ratio
1.12%
1-year return
+16.4%
3 years, a year
+14.5%
5 years, a year
+3.7%
Holdings
2,292
What it aims to do.
The Funds goal is to seek long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Vaneck ETF Trust | 3.32% |
| SPDR Series Trust | 1.18% |
| JOBY Mmda Overnight Sweep | 1.02% |
| KEYS Keysight Technologies Inc | 0.67% |
| CLH Clean Harbors Inc | 0.58% |
| USFD US Foods Holding Corp | 0.53% |
| SAIA Saia Inc | 0.50% |
| JOBY Steris Plc | 0.45% |
| NDAQ Nasdaq Inc | 0.44% |
| Federated Hermes Money Market Obligations Trust | 0.43% |
More on OWSMX.
- OWSMX overview
- OWSMX holdings
- OWSMX risk
- OWSMX costs
- OWSMX money in and out
- OWSMX share classes
- Compare OWSMX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.