OWMBX Mutual Fund

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 -0.74%. The 1-year return is 2.35% and the 5-year return is 0.32%. OWMBX dividend yield stands at 2.63%, 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%). Go to all OWMBX holdings, OWMBX sectors, or OWMBX dividends.

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