Old Westbury California Municipal Bond FundOWCAX
Type
Mutual fund
Peer group
Municipal bond
Net assets
$406.5M
Expense ratio
0.57%
1-year return
+4.6%
3 years, a year
+2.5%
5 years, a year
+0.8%
Holdings
109
What it aims to do.
The Funds goal is to seek total return (consisting of current income that is exempt from regular federal and California income tax and capital appreciation).
Top 10 holdings.
| Holding | % of fund |
|---|---|
| California (Ca), State Of | 2.90% |
| California Educational Facilities Authority (Ca) | 2.87% |
| California (Ca), State Of | 2.71% |
| San Francisco Calif City & Cnty Arpts Commn | 2.68% |
| California (Ca), State Of | 2.58% |
| San Francisco City And County Airport Commission (Ca) | 2.57% |
| Santa Clara Valley Water District (Ca) | 2.46% |
| California (Ca), State Of | 2.41% |
| California Infrastructure Economic Development Bank (Ca) | 2.35% |
| University Calif | 2.15% |
More on OWCAX.
- OWCAX overview
- OWCAX holdings
- OWCAX risk
- OWCAX costs
- OWCAX money in and out
- OWCAX share classes
- Compare OWCAX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.