Old Westbury Fixed Income FundOWFIX

MUTUAL FUNDBessemer
Type
Mutual fund
Peer group
Taxable bond
Net assets
$1.6B
Expense ratio
0.57%
1-year return
+3.1%
3 years, a year
+3.4%
5 years, a year
+0.8%
Holdings
144

What it aims to do.

The Funds goal is to seek total return (consisting of current income and capital appreciation).

Top 10 holdings.

Holding% of fund
United States Of America - Bureau Of The Public Debt9.52%
United States Of America - Bureau Of The Public Debt9.19%
United States Of America - Bureau Of The Public Debt7.39%
United States Of America - Bureau Of The Public Debt6.88%
United States Of America - Bureau Of The Public Debt6.60%
United States Of America - Bureau Of The Public Debt5.56%
United States Of America - Bureau Of The Public Debt4.88%
United States Of America - Bureau Of The Public Debt4.84%
United States Of America - Bureau Of The Public Debt4.31%
United States Of America - Bureau Of The Public Debt4.00%

More on OWFIX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.