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Old Westbury Small & Mid Cap Strategies Fund: (MF: OWSMX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:13 PM ET

$17.73 USD

-0.12 (-0.67%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 11.14 14
3 months 13.75 6
6 months 15.12 21
1 Year 30.03 14
3 Year 14.70 66
5 Year 4.62 80
10 Year 9.05 83

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -40.25
Bull Market (2/09 - 3/21) 420.72

Load Adjusted Returns as of Feb 28, 2026

1 Year 18.01
5 Year 3.02
10 Year 7.18
Since Inception 7.96

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.25 11.70 4.24 2.62
2024 4.53 -1.86 7.83 -2.57
2023 4.60 1.51 -4.73 10.38
2022 -9.52 -17.26 -6.51 10.70
2021 1.79 5.86 -3.57 1.54

Annual Return

20262025202420232022202120202019201820172016
% Total Return 11.1418.017.7711.65-22.535.5122.1124.50-11.8818.218.89
% Total Return Rel to Index 3.71-3.33-11.44-12.75-3.44-12.658.03-0.69-1.45-1.903.55
% Total Return Rel to Peer 3.03-0.46-4.60-6.98-2.97-10.695.44-0.23-1.85-4.013.31
% Perf Quintile vs Peer* 1.003.000.005.004.005.003.004.004.004.002.00
% Dividends 0.000.280.140.090.070.020.020.080.080.100.08
% Yield 0.001.450.861.630.490.110.130.500.560.580.53
Capital Gains ($) 0.001.180.480.000.001.330.570.631.561.140.87
Expense Ratio 0.001.101.101.101.101.101.111.111.111.111.11

* 1 = Top 20%, 5 = Bottom 20%