OWCIX

Active

Old Westbury Credit Income Fund

Category: US Bond (5,386 funds)

Expense Ratio
0.91%
Annual Cost per $10K
$91.00
30-Year Fee Drag per $10K
$17,207
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+7.27%

Asset Allocation

US Equity
10%
US Bond
76%
Intl Bond
9%
Cash
4%

Fee Comparison

OWCIX
0.91%
US Bond average
0.76%
US Bond cheapest
0.00%
Index benchmark
0.03%

20% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+20.40%3Y
Compare to

Fee Impact Calculator

$
%
OWCIX at 0.91%$294,580
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$86,033
Cost vs index fund−$82,844

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
OWCIXOld Westbury Credit Income Fund0.91%
MWTNXTCW METWEST TOTAL RETURN BOND FUND0.57%
FIWGXStrategic Advisers Fidelity Core Income Fund0.16%
PIINXPIMCO Income Fund1.08%
BBCPXBridge Builder Core Plus Bond Fund0.16%
ABNDXBond Fund of America1.04%
HIGFXAmerican High Income Trust0.32%
GIBRXGuggenheim Total Return Bond Fund0.49%
JDYRXPGIM High Yield Fund0.74%
DOXIXDodge & Cox Income Fund0.33%
BAGSXBaird Aggregate Bond Fund0.55%
MCOAXNYLI MacKay Convertible Fund0.94%
JHYUXJPMorgan High Yield Fund0.50%
FBKWXFidelity Total Bond Fund0.75%
PTRAXPIMCO Total Return Fund0.76%
NTBAXNavigator Tactical Fixed Income Fund1.32%
BCOSXBaird Core Plus Bond Fund0.55%
JCBPXJPMorgan Core Bond Fund1.33%
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF0.14%
JCPPXJPMorgan Core Plus Bond Fund1.14%
CMBKXAmerican Funds Multi-Sector Income Fund0.70%
FFRAXFidelity Advisor Floating Rate High Income Fund0.73%
VFICXVANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND0.20%
JAFLXJanus Henderson Flexible Bond Portfolio$1M min0.82%
WAPSXWestern Asset Core Plus Bond Fund0.42%
CCBFXCapital Group Central Corporate Bond Fund
NCIDXColumbia Convertible Securities Fund0.79%
VWEAXVANGUARD HIGH-YIELD CORPORATE FUND0.22%
EIBRXEaton Vance Income Fund of Boston0.66%
FCSKXFranklin Convertible Securities Fund0.51%
FSMTXFidelity SAI Total Bond Fund0.29%
GFRAXGoldman Sachs High Yield Floating Rate Fund0.72%
BBTBXBridge Builder Core Bond Fund0.12%
JMTNXJanus Henderson Multi-Sector Income Fund0.88%
PHYAXPIMCO High Yield Fund0.85%
TRKZXT. Rowe Price High Yield Fund, Inc.0.60%
IUSBiShares Core Universal USD Bond ETF0.06%
TSRSXThornburg Strategic Income Fund0.53%
FDBLXFederated Hermes Corporate Bond Fund0.59%
FTKFXFidelity Total Bond K6 Fund0.30%
LGBNXLoomis Sayles Investment Grade Bond Fund0.44%
TAIBXPGIM Core Bond Fund0.96%
DDCFXDoubleLine Core Fixed Income Fund0.50%
FBNDFidelity Total Bond ETF0.36%
FIHAXFederated Hermes Institutional High Yield Bond Fund0.75%
TRVZXT. Rowe Price New Income Fund, Inc.0.32%
ANBAXAmerican Funds Strategic Bond Fund0.31%
VAADXVirtus Convertible Fund0.62%
MHYSXNYLI MacKay High Yield Corporate Bond Fund0.56%
FBNDXFidelity Investment Grade Bond Fund0.75%
BIMSXBaird Intermediate Bond Fund0.55%
HYSAXPGIM Short Duration High Yield Income Fund1.00%
TBBWXNuveen Core Bond Fund0.29%
PLFLXAristotle Floating Rate Income Fund1.05%
IIBAXVOYA INTERMEDIATE BOND FUND1.43%
NRSIXNeuberger Berman Strategic Income Fund0.51%
BSBSXBaird Short-Term Bond Fund0.55%
CCVCXCalamos Convertible Fund0.88%
STYAXAllspring Core Plus Bond Fund0.67%
BUBSXBaird Ultra Short Bond Fund0.40%
DFFLXDoubleLine Flexible Income Fund0.70%
MRBBXMFS Total Return Bond Fund0.60%
WACSXWestern Asset Core Bond Fund0.42%
PTOAXPIMCO StocksPLUS Absolute Return Fund1.35%
PGCAXPIMCO Investment Grade Credit Bond Fund1.34%
BKLNInvesco Senior Loan ETF0.65%
VCOBXVANGUARD CORE BOND FUND0.10%
AFRFXInvesco Floating Rate ESG Fund0.72%
BONDPIMCO Active Bond Exchange-Traded Fund0.54%
CFAMXShort-Term Bond Fund of America0.66%
ACPSXInvesco Core Plus Bond Fund0.79%
GIKRXGuggenheim Limited Duration Fund0.46%
LFROXLord Abbett Floating Rate Fund0.54%
SPSBSPDR Portfolio Short Term Corporate Bond ETF0.04%
JSDUXJPMorgan Short Duration Bond Fund0.28%
FSILXFederated Hermes Short-Term Income Fund0.66%
PCNBXPutnam Convertible Securities Fund0.68%
CBORXCalvert Bond Fund0.46%
CHIAXCredit Suisse Floating Rate High Income Fund0.95%
JADFXJanus Henderson Flexible Bond Fund0.83%
SDICXGuggenheim Core Bond Fund0.53%
GGMPXGoldman Sachs High Yield Fund0.98%
TBPPXNuveen Core Plus Bond Fund0.45%
JGCGXJPMorgan Income Fund0.39%
PTCIXPIMCO Long-Term Credit Bond Fund$1M min1.51%
MWLDXTCW METWEST LOW DURATION BOND FUND0.54%
SRLNSPDR Blackstone Senior Loan ETF0.70%
BBBMXBBH Limited Duration Fund0.35%
PLSTXAristotle Strategic Income Fund0.94%
ERABXEaton Vance Total Return Bond Fund0.43%
SPABSPDR Portfolio Aggregate Bond ETF0.03%
THRLXThornburg Limited Term Income Fund0.42%
MHIKXMFS High Income Fund0.52%
PSJIXShort-Term Income Fund0.63%
UINCXVictory Income Fund0.84%
NERNXLoomis Sayles Core Plus Bond Fund0.39%
PBFKXVictory Pioneer Bond Fund0.36%
FIQVXFidelity Convertible Securities Fund0.60%
DDLDXDoubleLine Low Duration Bond Fund0.70%
TSBBXNuveen Core Impact Bond Fund0.51%
MWCPXTCW METWEST UNCONSTRAINED BOND FUND0.89%

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