Old Westbury Fixed Income Fund
OWFIX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Performance
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NAV
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Company Information
Provider
Old Westbury
Manager/Tenure
(Years)
(Years)
David W. Rossmiller (12), Beatriz M. Cuervo (11), Peter D. Hayward (0), 1 other
Website
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Address
Old Westbury
New York NY - 10111
New York NY - 10111
Country
United States
Phone Number
212-708-9100
Investment Strategy
The investment seeks total return (consisting of current income and capital appreciation). The fund invests primarily in a diversified portfolio of investment-grade bonds and notes of any maturity. It invests at least 80% of its net assets, plus borrowings for investment purposes, in investment-grade fixed income securities including corporate, asset-backed, mortgage-backed, and U.S. government securities.