Old Westbury New York Municipal Bd (OWNYX)
- Previous Close
9.65 - YTD Return 0.24%
- Expense Ratio 0.57%
- Category Muni New York Intermediate
- Last Cap Gain -4.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating --
- Net Assets 597.87M
- Beta (5Y Monthly) 0.67
- Yield 2.38%
- 5y Average Return --
- Holdings Turnover 32.00%
- Last Dividend 0.05
- 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
597.87M
Net Assets
2018-12-04
Inception Date
Performance Overview: OWNYX
View MoreTrailing returns as of 4/15/2025. Category is Muni New York Intermediate.