OWCIX Mutual Fund

OWCIX Mutual Fund (Old Westbury Credit Income Fund) is managed by Old Westbury Funds with $2.30B in net assets. OWCIX expense ratio is 0.91%, holding 851 positions across sectors including Financials, Real Estate, Industrials. Inception date: 2020-09-30.

OWCIX performance shows a YTD return of 0.37%. The 1-year return is 3.98% and the 5-year return is -0.15%. OWCIX dividend yield stands at 5.28%, paid quarterly.

OWCIX top holdings include Ishares JP Morgan USD Emerging Markets Bond ETF (8.2%), Mmda Overnight Sweep (6.6%), Ishares Mbs ETF (5.6%),  State Street Spdr Bloomberg Convertible Securities Etf (4.8%), Treasury Note (Otr) 4.13% Jan 31, 2027 (2.9%). Go to all OWCIX holdings, OWCIX sectors, or OWCIX dividends.

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