Old Westbury Municipal Bond (OWMBX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.19: the stock has moved about 81% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerOld Westbury Municipal Bond (OWMBX) trades at $11.05. Old Westbury Municipal Bond (OWMBX) is a financial services company specializing in asset management. The fund primarily invests in municipal bonds, aiming for income exempt from federal income tax. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for OWMBX: OWMBX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Old Westbury Municipal Bond (OWMBX) Financial Services Profile
Old Westbury Municipal Bond (OWMBX) is an asset management fund focused on municipal bonds, seeking to provide income exempt from federal income tax. With a market capitalization of $4.30 billion and a beta of 0.19, the fund operates within the financial services sector, catering to investors seeking tax-advantaged fixed income.
What Is the Investment Thesis for OWMBX?
Old Westbury Municipal Bond (OWMBX), with a market capitalization of $4.30 billion and a low beta of 0.19, offers a stable investment option within the asset management sector. The fund's primary value driver is its focus on providing income exempt from federal income tax through investments in municipal bonds. A key growth catalyst is the increasing demand for tax-advantaged investment options, particularly among high-net-worth individuals and retirees. However, potential risks include interest rate fluctuations, which can impact the value of fixed-income securities, and changes in tax laws, which could affect the attractiveness of municipal bonds. The fund's performance is closely tied to the overall health of the municipal bond market and its ability to generate consistent tax-exempt income for its investors.
Based on FMP financials and quantitative analysis
OWMBX Key Highlights
Market capitalization of $4.30 billion indicates substantial size and stability within the asset management sector.
- Beta of 0.19 suggests low volatility compared to the overall market, making it a potentially noteworthy option for risk-averse investors.
- Focus on municipal bonds provides income exempt from federal income tax, appealing to investors seeking tax-advantaged returns.
- Investment policy mandates at least 80% of net assets in municipal bonds, ensuring a consistent focus on this asset class.
- Operates within the financial services sector, specifically asset management, benefiting from the growing demand for professionally managed investment products.
Who Are OWMBX's Competitors?
OWMBX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| VTEB Vanguard Tax-Exempt Bond ETF | $47.25 | -0.46% | $46.5B | — |
| AGG iShares Core U.S. Aggregate Bond ETF | $94.25 | -0.18% | $133B | — |
| MUB iShares National Muni Bond ETF | $100.96 | -0.37% | $44.0B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 49 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 67 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 55 5-pillar |
| BAM Brookfield Asset Management | $44.85 | +0.65% | $71.6B | 58 5-pillar |
| AMP Ameriprise Financial, Inc. | $490.91 | -0.79% | $44.1B | 76 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are OWMBX's Key Strengths?
Focus on tax-exempt income.
- Low beta indicating lower volatility.
- Experienced management team.
- Established track record.
What Are OWMBX's Weaknesses?
Sensitivity to interest rate changes.
- Concentration in municipal bonds.
- Potential impact from changes in tax laws.
- Reliance on external factors such as municipal bond market conditions.
What Are the Key Risks for OWMBX?
Rising interest rates negatively impacting bond values.
- Changes in tax laws reducing the attractiveness of municipal bonds.
- Credit risk associated with municipal bond issuers.
- Market volatility affecting fixed-income securities.
What Threats Does OWMBX Face?
- Rising interest rates.
- Changes in tax laws.
- Increased competition from other asset managers.
- Economic downturn affecting municipal bond issuers.
What Are OWMBX's Competitive Advantages?
- Expertise in municipal bond investing.
- Established track record of providing tax-exempt income.
- Low beta indicating lower volatility compared to the market.
- Strong relationships with municipal bond issuers.
What Does OWMBX Do?
Old Westbury Municipal Bond (OWMBX) is a fund dedicated to providing investors with income that is exempt from federal income tax. The fund achieves this by investing primarily in municipal bonds. The fund's core strategy involves allocating at least 80% of its net assets, in addition to any investment borrowings, into investments that generate income exempt from federal income tax, although this income may still be subject to the federal alternative minimum tax. The fund's investment policy emphasizes municipal bonds, with a commitment to allocate at least 80% of its net assets, plus borrowings for investment purposes, into these securities. This focus allows the fund to target investors seeking tax-efficient income streams. The fund operates within the broader asset management industry, focusing specifically on fixed-income securities and tax-advantaged investment strategies. Its investment decisions are guided by the goal of maximizing tax-exempt income while managing risk within the municipal bond market. The fund's investment approach reflects a commitment to providing investors with a reliable source of tax-exempt income through strategic allocation to municipal bonds.
What Products and Services Does OWMBX Offer?
- Invests primarily in municipal bonds.
- Seeks to provide income exempt from federal income tax.
- Manages a portfolio of fixed-income securities.
- Conducts credit analysis and risk management.
- Monitors market conditions and interest rate movements.
- Provides investment management services to its shareholders.
How Does OWMBX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Invests in municipal bonds to generate tax-exempt income.
- Manages expenses related to fund operations and administration.
What Industry Does OWMBX Operate In?
Old Westbury Municipal Bond (OWMBX) operates within the asset management industry, which is characterized by increasing demand for specialized investment products. The municipal bond market, in particular, attracts investors seeking tax-advantaged income. The competitive landscape includes other mutual funds and investment firms offering similar municipal bond funds. Market trends indicate a growing interest in socially responsible investing (SRI) and environmental, social, and governance (ESG) factors, which may influence the fund's investment strategies in the future. The asset management industry is expected to continue growing, driven by factors such as an aging population and increasing wealth accumulation.
Who Are OWMBX's Key Customers?
- Individual investors seeking tax-advantaged income.
- Retirees looking for stable income streams.
- High-net-worth individuals seeking wealth preservation.
- Financial advisors seeking investment solutions for their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
OWMBX Financials
Bull Case vs Bear Case
Bull Case
- Focus on tax-exempt income.
- Low beta indicating lower volatility.
- Experienced management team.
- Established track record.
Bear Case
- Sensitivity to interest rate changes.
- Concentration in municipal bonds.
- Potential impact from changes in tax laws.
- Reliance on external factors such as municipal bond market conditions.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
OWMBX Latest News
No recent news available for OWMBX.
OWMBX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for OWMBX.
Price Targets
Wall Street price target analysis for OWMBX.
OWMBX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for OWMBX; grades run from A+ (80-100) to F (below 30).
Old Westbury Municipal Bond Financials Stock: Key Questions Answered
What does Old Westbury Municipal Bond do?
Old Westbury Municipal Bond (OWMBX) is a fund that invests primarily in municipal bonds, aiming to provide investors with income that is exempt from federal income tax. This allows the fund to target investors seeking tax-efficient income streams.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and may be subject to change.