OWMBX Mutual Fund
OWMBX Mutual Fund
Old Westbury Municipal Bond Fund
OWMBX Mutual Fund Overview
OWMBX Mutual Fund (Old Westbury Municipal Bond Fund) is managed by Old Westbury Funds with $3.90B in net assets. OWMBX expense ratio is 0.57%, holding 544 positions across sectors including Financials, Utilities, Health Care. Inception date: 1998-03-06.
OWMBX performance shows a YTD return of 0.57%. The 1-year return is 3.88% and the 5-year return is 0.70%. OWMBX dividend yield stands at 2.60%, paid quarterly.
OWMBX top holdings include Federated U.S. Treasury Cash Reserves (4.8%), Denver City And County, Colorado, Airport System Revenue Bonds, Subordinate Lien Series 2018a (0.7%), State of Washington (0.6%), New Hampshire Health & Ed Facs 5% Jun 01, 2032 (0.5%), Empire State Development Corp 5 49749 2036-03-15 (0.5%). View all OWMBX holdings, sector breakdown, or dividend history.
OWMBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OWMBX alternatives are available via the screener, along with tax-loss harvesting opportunities.