OWCIX Mutual Fund
OWCIX Mutual Fund
Old Westbury Credit Income Fund
OWCIX Mutual Fund Overview
OWCIX Mutual Fund (Old Westbury Credit Income Fund) is managed by Old Westbury Funds with $2.30B in net assets. OWCIX expense ratio is 0.91%, holding 842 positions across sectors including Financials, Other, Unknown. Inception date: 2020-09-30.
OWCIX performance shows a YTD return of 2.04%. The 1-year return is 5.71% and the 5-year return is 0.40%. OWCIX dividend yield stands at 5.22%, paid quarterly.
OWCIX top holdings include Ishares JP Morgan USD Emerging Markets Bond ETF (8.3%), Ishares Mbs ETF (5.8%), Freddie Mac Gold Pool 7.5%04/01/2028 (5.4%), SPDR Bloomberg Barclays Convertible Securities ETF (4.4%), Us Treasury N/B 01/27 4.125 (3.0%). View all OWCIX holdings, sector breakdown, or dividend history.
OWCIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OWCIX alternatives are available via the screener, along with tax-loss harvesting opportunities.