OWACX Mutual Fund
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 Information Technology, Industrials, Financials. Inception date: 1998-03-02.
OWACX performance shows a YTD return of 7.24%. The 1-year return is 12.47% and the 5-year return is 8.09%. OWACX dividend yield stands at 9.17%, paid monthly.
OWACX top holdings include Nvidia Corp. (7.0%), Alphabet Inc. C (5.7%), Apple, Inc (4.5%), Microsoft Corp (4.2%), Amazon.Com Inc (3.8%). Go to all OWACX holdings, OWACX sectors, or OWACX dividends.
OWACX can be compared against other funds. Use OWACX overlap to find shared positions, or OWACX vs another fund for a side-by-side view. OWACX alternatives are available via the screener, along with tax-loss harvesting opportunities.