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 Unknown, Information Technology, Financials. Inception date: 2025-03-03.

OWTEX performance shows a YTD return of 7.65%. The 1-year return is 16.46%. 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 4.100 Feb 06 37 (3.2%), Amazon.Com Inc (2.9%). View all OWTEX holdings, sector breakdown, or dividend history.

OWTEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OWTEX alternatives are available via the screener, along with tax-loss harvesting opportunities.