Old Westbury New York Municipal (0P0001EKM9)
- Previous Close
9.82 - YTD Return -0.53%
- Expense Ratio 0.57%
- Category Muni New York Intermediate
- Last Cap Gain -8.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating --
- Net Assets 569.6M
- Beta (5Y Monthly) 0.67
- Yield 2.15%
- 5y Average Return --
- Holdings Turnover 48.00%
- Last Dividend 0.06
- Inception Date Dec 4, 2018
The fund invests primarily in a non-diversified portfolio of investment-grade municipal securities. It invests, as a fundamental policy, at least 80% of its net assets plus investment borrowings, under normal circumstances, in investments the income from which is exempt from federal income tax and New York 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.
Old Westbury
Fund Family
Muni New York Intermediate
Fund Category
569.6M
Net Assets
2018-12-04
Inception Date
Performance Overview: 0P0001EKM9
View MoreTrailing returns as of 4/4/2024. Category is Muni New York Intermediate.