Old Westbury Municipal Bond FundOWMBX

MUTUAL FUNDBessemer
Type
Mutual fund
Peer group
Municipal bond
Net assets
$4.5B
Expense ratio
0.57%
1-year return
+1.7%
3 years, a year
+2.6%
5 years, a year
+0.4%
12-month yield
2.69%
Holdings
551

What it aims to do.

The Funds goal is to seek total return (consisting of current income that is exempt from regular federal income tax and capital appreciation).

Top 10 holdings.

Holding% of fund
Federated Hermes Money Market Obligations Trust2.80%
Denver (Co), City And County Of0.64%
Brookhaven Ga Dev Auth0.59%
Washington St0.59%
New York N Y0.55%
Washington St0.50%
New Hampshire Health And Educational Facilities Authority (Nh)0.50%
New York State Urban Development Corp (Ny)0.50%
Washington St0.49%
New Jersey Educational Facilities Authority (Nj)0.47%

More on OWMBX.

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