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 551 positions across sectors including Financials, Health Care, Industrials. Inception date: 1998-03-06.

OWMBX performance shows a YTD return of -0.56%. The 1-year return is 1.72% and the 5-year return is 0.40%. OWMBX dividend yield stands at 2.63%, paid quarterly.

OWMBX top holdings include Federated U.S. Treasury Cash Reserves (3.0%), Denver City And County, Colorado, Airport System Revenue Bonds, Subordinate Lien Series 2018a (0.6%), New Jersey St Turnpike Auth Tu Njstrn 01/31 Fixed 5 (0.6%), Washington St-A 01/08/2042 (0.6%), Brookhaven Development Authority 4 2044-07-01 (0.6%). 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.