OWACX Mutual Fund
OWACX Mutual Fund
Old Westbury All Cap Core Fund
OWACX Mutual Fund Overview
OWACX Mutual Fund (Old Westbury All Cap Core Fund) is managed by Old Westbury Funds. OWACX expense ratio is 0.96%, holding 103 positions across sectors including Unknown, Information Technology, Other. Inception date: 1998-03-02.
OWACX performance shows a YTD return of 8.97%. The 1-year return is 16.24% and the 5-year return is 9.17%. OWACX dividend yield stands at 8.71%, paid monthly.
OWACX top holdings include Apple Inc (4.5%), Microsoft Corp 4.100 Feb 06 37 (4.2%), Amazon.Com Inc (3.8%), Federated U.S. Treasury Cash Reserves (2.5%), Bank Of America Corp. (1.7%). View all OWACX holdings, sector breakdown, or dividend history.
OWACX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OWACX alternatives are available via the screener, along with tax-loss harvesting opportunities.