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

Old Westbury Funds Inc

Filing

NPORT filing 31 Oct 2025

Investments in major fossil fuel companies

Top 50 coal-fired power

$17.89 MILLION

Top 200 carbon reserves

$14.4 MILLION

Top 200 carbon reserves

$14.29 MILLION

Top 200 carbon reserves

$13.65 MILLION

Top 200 carbon reserves

$11.97 MILLION

Top 200 carbon reserves

$10.99 MILLION

Fossil fuel holdings

Energy sector

Top 200 owners of carbon reserves

Carbon Underground 200

holdings

$116.07M

invested

1.31%

of portfolio

Coal industry

Coal miners, coal services, owners of coal reserves

holdings

$67.22M

invested

0.76%

of portfolio

Oil/gas industry

Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators

holdings

$231.29M

invested

2.61%

of portfolio

Utility sector

Top 50 coal-fired utilities

Macroclimate 50

holdings

$18.82M

invested

0.21%

of portfolio

Fossil-fired utilities

Utilities burning fossil fuels or distributing gas

holdings

$105.15M

invested

1.19%

of portfolio

When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.

All fossil fuel companies

80 holdings

1. NRG Energy Inc
$17.89M
0.2%
2. Partners Group Holding AG
$17.32M
0.2%
3. A2A SpA
$17.08M
0.19%
4. Orica Ltd
$15.84M
0.18%
5. Tokyo Gas Co Ltd
$15.13M
0.17%

See all

See the impact of your investments

Regular updates on sustainability risks and ethical concerns in everyday investment products

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

Old Westbury Small & Mid Cap Strategies Fund - Old Westbury Funds Inc OWSMX

Environment

Fossil fuels

Coal/oil/gas energy, fossil-fired utilities, related financial companies

Deforestation

Deforestation-risk agriculture, related financial companies, consumer brands

Social

Gender equality

Gender equality scorecard group ranking

N/A

Diversity disclosures

Diversity disclosures scorecard group ranking

N/A

Racial justice

Racial justice scorecard group ranking

N/A

LGBTQ+ equity

LGBTQ+ equity scorecard group ranking

N/A

Civilian firearms

Civilian firearms manufacturers, related gun retailers

Prison industrial complex

Prisons and borders industry, including private prison operators

Military weapons

Military arms manufacturers, including nuclear weapons, controversial weapons

Tobacco

Tobacco companies, and tobacco-promoting entertainment companies

Search more funds

Turning Retirement Savings into a Force for Workplace Equity

Nov 24, 2025

Companies that fail to disclose workforce demographics, hiring practices, promotion pathways, and retention outcomes leave investors in the dark about how they responsibly and effectively manage a healthy workforce. This is where Social Justice Funds plays an essential role.

Advancing Racial Justice with Social Justice Funds

Nov 10, 2025

Most people think of retirement savings as a safe, neutral part of life planning. But the truth is, every dollar invested tells a story. Social Justice Funds helps investors see not just the financial performance of funds, but also the racial justice implications behind them.

The Diversity Dividend in Your 401(k) Funds

Oct 30, 2025

As we worked on Social Justice Funds, our newest Invest Your Values tool, we wondered: How do the returns of mutual funds correlate with their gender equality, diversity disclosures, racial justice, and LGBTQ+ equity ratings? Our results suggest that DEI and financial returns have a positive correlation.

Introducing Social Justice Funds

Oct 30, 2025

You believe in justice. You show up, speak out, and push for change in your community and workplace. But what if your retirement savings are silently working against everything you stand for? There’s a new way to align your retirement savings with social justice: Social Justice Funds.

ICE is in your 401(k)

Oct 17, 2025

There’s a hidden connection between your savings and the business of immigrant incarceration. Nearly 90% of people in ICE custody are held in facilities run by private companies like CoreCivic and GEO Group. If you have a 401(k) from your employer, it’s likely investing your savings in these private prison operators.

Employees are already keeping billions out of fossil fuels via their 401(k)s

Sep 17, 2025

Workers are already taking action to protect their savings by choosing sustainable investment options in their 401(k) plans. Our new analysis estimates that by choosing a green 401(k) fund, U.S. employees are keeping a lot of money from being invested in fossil fuel companies.

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer

Fossil fuel companiesare fueling the climate crisis.

See the impact of your investments

Regular updates on sustainability risks and ethical concerns in everyday investment products

Environment

Social

Disclaimer: As You Sow is not an investment adviser