OWFIX

About OWFIX

The Old Westbury Fixed Income Fund is an open-ended mutual fund specializing in fixed income investments. Its primary objective is to achieve total return through both current income and capital appreciation by investing predominantly in a diversified portfolio of investment-grade bonds. These holdings include corporate bonds, asset-backed and mortgage-backed securities, as well as U.S. government debt, with at least 80% of its net assets allocated to such fixed income instruments. The fund is actively managed and leverages the expertise of multiple managers to select securities across various maturities, though its focus is categorized as intermediate core bond. This approach enables the fund to maintain interest rate sensitivity in line with market benchmarks like the ICE BofA 1-10 Year AAA-A US Corporate & Government Index. As of recent data, the fund holds over 150 securities, with U.S. Treasury securities representing a significant portion of its top holdings, reflecting an emphasis on credit quality and liquidity. Since its inception in 1998, the Old Westbury Fixed Income Fund has served investors seeking diversified exposure to the investment-grade U.S. fixed income market, offering regular quarterly dividend distributions and a moderate risk profile suitable for core bond allocations in portfolio construction.