OWSBX Mutual Fund
NAV$10.15
TER0.37%
Holdings123
OWSBX Mutual Fund
NAV$10.15
Old Westbury Short-Term Bond Fund
TER0.37%
Holdings123
OWSBX Mutual Fund Sector Allocation
OWSBX sector allocation breaks down across Financials (56.1%), Industrials (3.3%), Information Technology (2.9%), Communication Services (2.2%), Utilities (1.9%). Across 123 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
OWSBX sector exposure is important for understanding concentration risk. With Financials at 56.1%, the fund has significant sector concentration.
OWSBX geographic allocation shows country exposure. OWSBX overlap calculator reveals how sector exposure compares with other funds.