OWLSX Mutual Fund
OWLSX Mutual Fund
Old Westbury Large Cap Strategies Fund

OWLSX Mutual Fund Overview
OWLSX Mutual Fund (Old Westbury Large Cap Strategies Fund) is managed by Old Westbury Funds. OWLSX expense ratio is 1.09%, holding 403 positions across sectors including Unknown, Information Technology, Financials. Inception date: 1993-10-22.
OWLSX performance shows a YTD return of 6.02%. The 1-year return is 17.25% and the 5-year return is 8.50%. OWLSX dividend yield stands at 11.59%, paid annually.
OWLSX top holdings include Nvidia Corp. (6.1%), Alphabet Inc. C (4.9%), Apple, Inc (3.9%), Microsoft Corp (3.3%), Amazon.Com Inc (3.1%). View all OWLSX holdings, sector breakdown, or dividend history.
OWLSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OWLSX alternatives are available via the screener, along with tax-loss harvesting opportunities.