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NasdaqGM - Delayed Quote USD

Old Westbury California Municip (0P0001EKM8)

9.71
-0.01
(-0.10%)
As of April 5 at 4:00:00 PM EDT. Market Open.

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

Fund Summary

The fund invests primarily in a non-diversified portfolio of investment-grade municipal securities. It invests at least 80% of its net assets plus investment borrowings in investments the income from which is exempt from federal income tax and California income tax, but not necessarily the federal alternative minimum tax. The fund may invest in ETFs, U.S. Treasury securities, securities subject to the federal alternative minimum tax, taxable municipal bonds and inflation-protected securities and similar bonds issued by governments outside of the U.S. It is non-diversified.

Fund Overview

Category Muni California Intermediate
Fund Family Old Westbury
Net Assets 357.17M
YTD Return -0.54%
Yield 2.47%
Morningstar Rating
Inception Date Dec 04, 2018

Performance & Risk

YTD Return -0.95%
5y Average Return 0.89%
Rank in Category (ytd) 99
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.65
Morningstar Risk Rating

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