Old Westbury Small & Mid Cap Strategies Fund (OWSMX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OWSMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OWSMX
OWSMX charges 1.10% annually. There are 160 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | OWSMX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | OWSMX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | OWSMX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | OWSMX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | OWSMX vs VTWAX |
Best Risk-Adjusted Alternatives to OWSMX
OWSMX has a PortfoliosLab risk / return rank of 30. There are 152 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | OWSMX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | OWSMX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | OWSMX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | OWSMX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | OWSMX vs PGVFX |
Top Performing OWSMX Alternatives (YTD)
OWSMX is at 10.51% YTD. There are 120 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | OWSMX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | OWSMX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | OWSMX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | OWSMX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | OWSMX vs YFSNX |
Lowest Volatility Alternatives to OWSMX
OWSMX has 14.32% 1-year volatility. There are 135 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | OWSMX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | OWSMX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | OWSMX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | OWSMX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | OWSMX vs SGMAX |
Lowest Drawdown Alternatives to OWSMX
OWSMX has a 1-year max drawdown of -11.67%. There are 160 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | OWSMX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | OWSMX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | OWSMX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | OWSMX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | OWSMX vs CSUAX |
Other Mutual Funds from Old Westbury
The 7 most viewed Old Westbury mutual funds shown here include OWFIX, OWLSX, OWACX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Old Westbury Fixed Income Fund | Intermediate Core Bond | 21 | -0.11% | — | Mar 1998 | OWSMX vs OWFIX | |
| Old Westbury Large Cap Strategies Fund | Global Equities | 32 | 8.61% | — | Oct 1993 | OWSMX vs OWLSX | |
| Old Westbury All Cap Core Fund | Large Cap Growth Equities | 33 | 8.52% | — | Mar 1998 | OWSMX vs OWACX | |
| Old Westbury Municipal Bond Fund | Municipal Bonds | 59 | 0.40% | — | Mar 1998 | OWSMX vs OWMBX | |
| Old Westbury New York Municipal Bond Fund | Municipal Bonds | 60 | 0.37% | — | Dec 2018 | OWSMX vs OWNYX | |
| Old Westbury Credit Income Fund | Multisector Bonds | 36 | 1.40% | — | Sep 2020 | OWSMX vs OWCIX | |
| Old Westbury California Municipal Bond Fund | Municipal Bonds | 58 | 0.19% | — | Dec 2018 | OWSMX vs OWCAX |
Often Compared With OWSMX
Investors most often compare OWSMX with VOO, GLIFX, GQRIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare OWSMX with Any Fund or Stock
Compare OWSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OWSMX with funds that move differently
Old Westbury Small & Mid Cap Strategies Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OWSMX.
Explore OWSMX Diversifiers