Old Westbury Small Fund Quote

OWSMX Fund  USD 16.22  0.10  0.62%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Old Westbury is trading at 16.22 as of the 20th of March 2025; that is 0.62 percent increase since the beginning of the trading day. The fund's open price was 16.12. Old Westbury has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund invests in a broad, diversified portfolio of securities of small and medium capitalization companies traded on a principal U.S. exchange or U.S. over-the-counter market, and securities of small and medium capitalization non-U.S. companies in foreign countries, including emerging market countries. More on Old Westbury Small

Moving together with Old Mutual Fund

  0.82FSWFX American Funds SmallcapPairCorr
  0.82FSFWX American Funds SmallcapPairCorr
  0.81SCWCX American Fds SmallcapPairCorr
  0.82SCWFX Smallcap WorldPairCorr
  0.75SMCWX Smallcap WorldPairCorr
  0.82CSPFX Smallcap WorldPairCorr

Old Mutual Fund Highlights

Thematic IdeaSmall Growth Funds (View all Themes)
Fund ConcentrationSmall Growth Funds, World Small/Mid Stock, Old Westbury, Large, World Small/Mid Stock (View all Sectors)
Update Date31st of March 2025
Old Westbury Small [OWSMX] is traded in USA and was established 20th of March 2025. The fund is listed under World Small/Mid Stock category and is part of Old Westbury family. The entity is thematically classified as Small Growth Funds. This fund now has accumulated 6.9 B in assets with minimum initial investment of 1 K. Old Westbury Small is currently producing year-to-date (YTD) return of 1.0% with the current yeild of 0.01%, while the total return for the last 3 years was 3.49%.
Check Old Westbury Probability Of Bankruptcy

Instrument Allocation

Top Old Westbury Small Mutual Fund Constituents

LHLaboratory ofStockHealth Care
MTCHMatch GroupStockCommunication Services
SNPSSynopsysStockInformation Technology
NDAQNasdaq IncStockFinancials
EFXEquifaxStockIndustrials
AAPAdvance Auto PartsStockConsumer Discretionary
LHXL3Harris TechnologiesStockIndustrials
IWMiShares Russell 2000EtfSmall Blend
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Old Westbury Small Risk Profiles

Old Westbury Against Markets

Other Information on Investing in Old Mutual Fund

Old Westbury financial ratios help investors to determine whether Old Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Old with respect to the benefits of owning Old Westbury security.
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