Old Westbury Small & Mid Cap Strategies Fund (OWSMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to OWSMX
OWSMX charges 1.10% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among OWSMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | OWSMX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | OWSMX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | OWSMX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | OWSMX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | OWSMX vs VMNVX |
Best Risk-Adjusted Alternatives to OWSMX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | OWSMX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | OWSMX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | OWSMX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | OWSMX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | OWSMX vs GLIFX |
Top Performing OWSMX Alternatives (YTD)
OWSMX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | OWSMX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | OWSMX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | OWSMX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | OWSMX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | OWSMX vs GQRIX |
Lowest Volatility Alternatives to OWSMX
OWSMX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | OWSMX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | OWSMX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | OWSMX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | OWSMX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | OWSMX vs GLIFX |
Lowest Drawdown Alternatives to OWSMX
OWSMX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | OWSMX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | OWSMX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | OWSMX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | OWSMX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | OWSMX vs FGIAX |
Other Mutual Funds from Old Westbury
Most popular Old Westbury mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Old Westbury All Cap Core Fund | Large Cap Growth Equities | 10 | -7.76% | Mar 2, 1998 | OWSMX vs OWACX | |
| Old Westbury Large Cap Strategies Fund | Global Equities | 41 | -6.48% | Oct 21, 1993 | OWSMX vs OWLSX | |
| Old Westbury Fixed Income Fund | Intermediate Core Bond | 82 | -0.20% | Mar 12, 1998 | OWSMX vs OWFIX | |
| Old Westbury California Municipal Bond Fund | Municipal Bonds | 55 | -0.83% | Dec 3, 2018 | OWSMX vs OWCAX | |
| Old Westbury Municipal Bond Fund | Municipal Bonds | 49 | -0.76% | Mar 5, 1998 | OWSMX vs OWMBX | |
| Old Westbury New York Municipal Bond Fund | Municipal Bonds | 51 | -0.63% | Dec 3, 2018 | OWSMX vs OWNYX | |
| Old Westbury Credit Income Fund | Multisector Bonds | 61 | -0.32% | Sep 30, 2020 | OWSMX vs OWCIX |
Often Compared With OWSMX
What investors most often compare with OWSMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | OWSMX vs VOO | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | OWSMX vs FMIEX | |
| JPMorgan Global Allocation Fund A | Global Equities | 30 | -5.28% | May 31, 2011 | OWSMX vs GAOAX |
Compare OWSMX with Any Fund or Stock
Compare OWSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.