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 109 positions across sectors including Financials, Health Care, Consumer Discretionary. 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 2.55%, paid quarterly.

OWCAX top holdings include California St 5.25% 08/01/32 (2.9%), Rb (Stanford Univ) Series V3 (2.9%), California St Regd N/c B/e 5.00000000 (2.7%), San Francisco Intl Airport Series 2025-D 5.00%, 05/01/31 (2.7%), State Of California (2.6%). 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.