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 7.59%. The 1-year return is 11.12% and the 5-year return is 3.67%. OWSMX dividend yield stands at 7.77%.

OWSMX top holdings include Vaneck Jr Gold Miners ETF (3.6%), Mmda Overnight Sweep (1.5%), Spdr S&p Biotech ETF (1.1%), Sk Square (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.