OWCAX Mutual Fund

OWCAX Mutual Fund (Old Westbury California Municipal Bond Fund) is managed by Old Westbury Funds with $328.4M in net assets. OWCAX expense ratio is 0.58%, holding 108 positions across sectors including Financials, Industrials, Utilities. Inception date: 2018-12-04.

OWCAX performance shows a YTD return of -0.84%. The 1-year return is 2.33% and the 5-year return is 0.49%. OWCAX dividend yield stands at 2.56%, paid quarterly.

OWCAX top holdings include Federated U.S. Treasury Cash Reserves (4.0%), University of California (3.0%), State of California (3.0%), Rb (Stanford Univ) Series V3 (3.0%), Santa Clara Valley Water District 5 06/01/2026 (2.5%). Go to all OWCAX holdings, OWCAX sectors, or OWCAX dividends.

OWCAX can be compared against other funds. Use OWCAX overlap to find shared positions, or OWCAX vs another fund for a side-by-side view. OWCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.