OWSBX Mutual Fund
OWSBX Mutual Fund
OWSBX Mutual Fund
Old Westbury Short-Term Bond Fund
OWSBX Mutual Fund Overview
OWSBX Mutual Fund (Old Westbury Short-Term Bond Fund) is managed by Old Westbury Funds. OWSBX expense ratio is 0.37%, holding 123 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2024-02-29.
OWSBX performance shows a YTD return of 0.79%. The 1-year return is 3.08%. OWSBX dividend yield stands at 3.76%, paid quarterly.
OWSBX top holdings include Us Treasury N/B 3.38% 12/31/2027 3.38 2027-12-31 (5.7%), Us Treasury Note 4.0000% Mat 01/31/2029 (4.6%), United States Treasury Note/Bond 3.5 01/15/2029 (4.3%), Us Treasury N/B 3.875 11/30/2027 (3.9%), Treasury Bill Dec 24, 2026 (3.6%). Go to all OWSBX holdings, OWSBX sectors, or OWSBX dividends.
OWSBX can be compared against other funds. Use OWSBX overlap to find shared positions, or OWSBX vs another fund for a side-by-side view. OWSBX alternatives are available via the screener, along with tax-loss harvesting opportunities.