Old Westbury Small & Mid Cap Strategies Fund - Old Westbury Funds Inc
Shareclass
Old Westbury Small & Mid Cap Strategies Fund (OWSMX)
Type
Open-end mutual fund
Manager
Filing
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, below the threshold of 0.5%. Assigned a grade of C.
How we track deforestation-risk investments
How we track deforestation-risk investments
C
2.49%
INVESTED IN DEFORESTATION-RISK COMPANIES
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
47
holdings flagged
2.49%
of assets flagged
This fund contains
Take action $220.8 MILLION invested
in holdings flagged for deforestation riskCommodity producers
10 holdings
0.38% of assets
$33.95 MILLION invested
Banks and lenders
7 holdings
0.8% of assets
$71.17 MILLION invested
Major consumer brands
32 holdings
1.41% of assets
$124.77 MILLION invested
Commodity producers
10 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
10 HOLDINGS
- % of portfolio$ invested
- 1. Glencore PLC
0.14%0.14% of portfolio$11.97M$11.97M invested - 2. Associated British Foods PLC0.09%0.09% of portfolio$8.32M$8.32M invested
- 3. POSCO Holdings Inc0.07%0.07% of portfolio$6.43M$6.43M invested
- 4. Top Glove Corp Bhd
0.04%0.04% of portfolio$3.26M$3.26M invested - 5. First Resources Ltd0.02%0.02% of portfolio$1.92M$1.92M invested
View next 5
Banks and lenders
7 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
7 HOLDINGS
View next 2
Major consumer brands
32 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
32 HOLDINGS
- % of portfolio$ invested
- 1. US Foods Holding Corp
0.47%0.47% of portfolio$41.35M$41.35M invested - 2. Tesco PLC
0.17%0.17% of portfolio$14.86M$14.86M invested - 3. Kingfisher PLC
0.14%0.14% of portfolio$12.7M$12.7M invested - 4. Koninklijke Ahold Delhaize NV0.14%0.14% of portfolio$12.36M$12.36M invested
- 5. Associated British Foods PLC0.09%0.09% of portfolio$8.32M$8.32M invested
View next 5
DATA AS OF 31 Oct 2025
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Old Westbury Small & Mid Cap Strategies Fund - Old Westbury Funds Inc OWSMX
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