Old Westbury Total Equity FundOWTEX
Type
Mutual fund
Peer group
Global equity
Net assets
$1.2B
Expense ratio
0.99%
1-year return
+24.0%
3 years, a year
—
5 years, a year
—
Holdings
489
What it aims to do.
The Funds goal is to seek long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA Nvidia Corp | 5.57% |
| GOOG Alphabet Inc | 4.29% |
| AAPL Apple Inc | 3.54% |
| MSFT Microsoft Corp | 3.01% |
| AMZN Amazon.Com Inc | 2.99% |
| AVGO Broadcom Inc | 2.51% |
| Federated Hermes Money Market Obligations Trust | 2.40% |
| META Meta Platforms Inc | 1.49% |
| JPM Jp Morgan Chase & Company | 1.43% |
| JOBY Taiwan Semiconductor Manufacturing Company Ltd | 1.39% |
More on OWTEX.
- OWTEX overview
- OWTEX holdings
- OWTEX risk
- OWTEX costs
- OWTEX money in and out
- OWTEX share classes
- Compare OWTEX 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.