OWLSX Mutual Fund
OWLSX Mutual Fund
OWLSX Mutual Fund
Old Westbury Large Cap Strategies Fund
OWLSX Mutual Fund Overview
OWLSX Mutual Fund (Old Westbury Large Cap Strategies Fund) is managed by Old Westbury Funds. OWLSX expense ratio is 1.09%, holding 398 positions across sectors including Information Technology, Health Care, Financials. Inception date: 1993-10-22.
OWLSX performance shows a YTD return of 7.51%. The 1-year return is 16.11% and the 5-year return is 8.34%. OWLSX dividend yield stands at 11.58%, paid annually.
OWLSX top holdings include Apple Inc Ord (4.2%), Amazon.Com Inc (3.4%), Microsoft Corp 4.100 Feb 06 37 (3.4%), Asml Holding Nv (0.9%), Hsbc Holdings Plc (0.8%). Go to all OWLSX holdings, OWLSX sectors, or OWLSX dividends.
OWLSX can be compared against other funds. Use OWLSX overlap to find shared positions, or OWLSX vs another fund for a side-by-side view. OWLSX alternatives are available via the screener, along with tax-loss harvesting opportunities.