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 Other, Financials, Industrials. Inception date: 2018-12-04.

OWCAX performance shows a YTD return of 0.40%. The 1-year return is 3.93% and the 5-year return is 0.87%. OWCAX dividend yield stands at 2.53%, 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%). View all OWCAX holdings, sector breakdown, or dividend history.

OWCAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OWCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.