OWFIX Mutual Fund
NAV$10.03
TER0.57%
Holdings144
OWFIX Mutual Fund
NAV$10.03
Old Westbury Fixed Income Fund
TER0.57%
Holdings144
See inside every mutual fund you own
$29/moCancel anytime.
See the full sector breakdown of OWFIX
Sector concentration, industry allocation and the exact weight of every sector.
$49$29/mo
Claim the $29 launch priceFirst 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.
OWFIX Mutual Fund Sector Allocation
OWFIX sector allocation breaks down across Financials (51.6%), Other (8.0%), Industrials (3.2%), Utilities (2.1%), Health Care (1.9%). Across 144 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
OWFIX sector exposure is important for understanding concentration risk. With Financials at 51.6%, the fund has significant sector concentration.
OWFIX geographic allocation shows country exposure. OWFIX overlap calculator reveals how sector exposure compares with other funds.