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 Unknown, Industrials, Financials. Inception date: 2005-04-05.

OWSMX performance shows a YTD return of 11.13%. The 1-year return is 19.65% and the 5-year return is 3.50%. OWSMX dividend yield stands at 7.52%, paid annually.

OWSMX top holdings include Vaneck Jr Gold Miners ETF (3.6%), Lloyds Banking Group Plc 7.95%11/15/2033 (1.5%), SPDR S&P Biotech ETF (1.1%), SK Square Co. Ltd. (0.8%), Keysight Technologies Inc (0.6%). View all OWSMX holdings, sector breakdown, or dividend history.

OWSMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OWSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.