OWTEX Mutual Fund
OWTEX Mutual Fund
OWTEX Mutual Fund
Old Westbury Total Equity Fund
OWTEX Mutual Fund Overview
OWTEX Mutual Fund (Old Westbury Total Equity Fund) is managed by Old Westbury Funds. OWTEX expense ratio is 0.98%, holding 482 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2025-03-03.
OWTEX performance shows a YTD return of 6.77%. The 1-year return is 14.21%. OWTEX dividend yield stands at 0.52%, paid annually.
OWTEX top holdings include Nvidia Corp. (5.3%), Alphabet Inc. C (4.2%), Apple, Inc (3.3%), Microsoft Corp (3.2%), Amazon.Com Inc (2.9%). Go to all OWTEX holdings, OWTEX sectors, or OWTEX dividends.
OWTEX can be compared against other funds. Use OWTEX overlap to find shared positions, or OWTEX vs another fund for a side-by-side view. OWTEX alternatives are available via the screener, along with tax-loss harvesting opportunities.