OWNYX Mutual Fund
OWNYX Mutual Fund
Old Westbury New York Municipal Bond Fund
OWNYX Mutual Fund Overview
OWNYX Mutual Fund (Old Westbury New York Municipal Bond Fund) is managed by Old Westbury Funds with $555.5M in net assets. OWNYX expense ratio is 0.57%, holding 159 positions across sectors including Other, Financials, Utilities. Inception date: 2018-12-04.
OWNYX performance shows a YTD return of 0.68%. The 1-year return is 3.79% and the 5-year return is 0.79%. OWNYX dividend yield stands at 2.40%, paid quarterly.
OWNYX top holdings include Federated U.S. Treasury Cash Reserves (4.2%), New York City Transitional Finance Authority Future Tax Secured Revenue (2.3%), New York State Dormitory Authority (2.1%), Long Island Power Authority (1.9%), County of Westchester Ny (1.7%). View all OWNYX holdings, sector breakdown, or dividend history.
OWNYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OWNYX alternatives are available via the screener, along with tax-loss harvesting opportunities.