OWSMX
Old Westbury Small & Mid Cap Strategies
1W: -2.1%
1M: -11.0%
3M: -2.4%
YTD: -2.3%
1Y: +7.6%
3Y: +22.6%
5Y: +1.7%
$17.73
-0.12 (-0.67%)
Weekly Expected Move ±2.7%
$16
$17
$17
$18
$18
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20 peers by holdings overlap (2087 holdings)
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CIPSX
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BBGSX
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ISCG
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JKK
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HKJ
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PRDSX
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GMXAX
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PESPX
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UMPIX
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NOMIX
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WSML
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MGPIX
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FMDCX
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VEXPX
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Shared154 holdings
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NAESX
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IJH
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NJH
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Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OWSMX | $8.8B | 2055 | 8.4% | 3.1 | 0.4 | 0.4 | 12.4% | 13.4% | 46.79% | +12.2% | +23.9% | 55.6 | 6.3 |
| SIVIX | $521M | 328 | 25.4% | 28.6 | 3.3 | 1.4 | 10.8% | 4.5% | 1.11% | +12.7% | +21.7% | 52.1 | 6.2 |
| DFIEX | $43.1B | 4810 | 6.5% | 7.6 | 1.0 | 0.8 | 13.1% | 9.9% | 48.55% | +11.5% | +31.2% | 52.9 | 6.2 |
| CIPSX | $1.2B | 81 | 20.8% | 36.7 | 4.3 | 1.8 | 11.1% | 4.2% | 0.69% | +18.1% | +28.3% | 55.6 | 6.1 |
| BBGSX | $9.8B | 1488 | 9.8% | 44.6 | 7.0 | 3.0 | 14.2% | 5.5% | 0.45% | +27.6% | +37.1% | 58.8 | 6.3 |
| TRDFX | $188M | 862 | 5.8% | 26.5 | 3.1 | 1.7 | 8.8% | 4.8% | 1.94% | +10.7% | +24.0% | 53.0 | 6.3 |
| ISCG | $929M | 956 | 6.9% | 36.6 | 0.7 | 2.8 | 0.8% | 3.1% | 0.79% | +20.9% | +28.6% | 55.7 | 6.2 |
| JKK | $384M | 956 | 6.9% | 36.6 | 0.7 | 2.8 | 0.8% | 3.1% | 0.79% | +20.9% | +28.6% | 55.7 | 6.2 |
| HKJ | — | 956 | 6.9% | 36.6 | 0.7 | 2.8 | 0.8% | 3.1% | 0.79% | +20.9% | +28.6% | 55.7 | 6.2 |
| PRDSX | $8.6B | 326 | 10.1% | 31.8 | 5.2 | 2.2 | 14.1% | 5.6% | 0.42% | +19.8% | +21.3% | 57.9 | 6.2 |
| GMXAX | $476M | 401 | 7.7% | 26.8 | 3.4 | 1.8 | 10.0% | 5.1% | 1.47% | +11.1% | +23.9% | 54.3 | 6.4 |