Verdicts genuinely change. Free email alert the moment OWCAX's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
Old Westbury California Municipal Bond Fund · Old Westbury Funds Inc
110 holdings
UNVERIFIED None of this fund's 110 holdings are companies in our screened equity universe. Our look-through screens equities, so it does not apply to a fund holding bonds, sukuk or other instruments — this is not a gap in our data about the fund.
Largest holdings: CALIFORNIA (CA), STATE OF, CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY (CA), CALIFORNIA (CA), STATE OF, SAN FRANCISCO CITY AND COUNTY AIRPORTS (CA), CALIFORNIA (CA), STATE OF.
110 holdings, 1 matched (2% of weight). Portfolio as of 2026-07-31, filed 2026-09-22. Source: SEC Form N-PORT.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| CALIFORNIA (CA), STATE OF | UNSCREENED | 2.92% | no in-house ratios for this holding |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY (CA) | UNSCREENED | 2.85% | no in-house ratios for this holding |
| CALIFORNIA (CA), STATE OF | UNSCREENED | 2.75% | no in-house ratios for this holding |
| SAN FRANCISCO CITY AND COUNTY AIRPORTS (CA) | UNSCREENED | 2.71% | no in-house ratios for this holding |
| CALIFORNIA (CA), STATE OF | UNSCREENED | 2.63% | no in-house ratios for this holding |
| SAN FRANCISCO CITY AND COUNTY AIRPORT COMMISSION (CA) | UNSCREENED | 2.61% | no in-house ratios for this holding |
| CALIFORNIA (CA), STATE OF | UNSCREENED | 2.46% | no in-house ratios for this holding |
| Money Market Obligations Trust | NON_COMPLIANT | 2.38% | no in-house ratios for this holding |
| CALIFORNIA INFRASTRUCTURE ECONOMIC DEVELOPMENT BANK (CA) | UNSCREENED | 2.34% | no in-house ratios for this holding |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA (THE) (CA) | UNSCREENED | 2.15% | no in-house ratios for this holding |
| CALIFORNIA HEALTH FACS FING AUTH | UNSCREENED | 2.14% | no in-house ratios for this holding |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA (THE) (CA) | UNSCREENED | 2.04% | no in-house ratios for this holding |
| CALIFORNIA (CA), STATE OF | UNSCREENED | 1.84% | no in-house ratios for this holding |
| SAN FRANCISCO CITY AND COUNTY AIRPORTS (CA) | UNSCREENED | 1.64% | no in-house ratios for this holding |
| LOS RIOS COMMUNITY COLLEGE DISTRICT (CA) | UNSCREENED | 1.56% | no in-house ratios for this holding |
| SAN FRANCISCO CALIF CITY & CNTY PUB UTILS COMMN | UNSCREENED | 1.44% | no in-house ratios for this holding |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY (CA) | UNSCREENED | 1.42% | no in-house ratios for this holding |
| SAN DIEGO CNTY CALIF | UNSCREENED | 1.42% | no in-house ratios for this holding |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA (THE) (CA) | UNSCREENED | 1.41% | no in-house ratios for this holding |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA (THE) (CA) | UNSCREENED | 1.40% | no in-house ratios for this holding |
| ORANGE COUNTY LOCAL TRANSPORTATION AUTHORITY (CA) | UNSCREENED | 1.39% | no in-house ratios for this holding |
| LOS ANGELES COUNTY METROPOLITAN TRANSPORTATION AUTHORITY (CA) | UNSCREENED | 1.38% | no in-house ratios for this holding |
| CALIFORNIA (CA), STATE OF | UNSCREENED | 1.34% | no in-house ratios for this holding |
| UNIVERSITY CALIF | UNSCREENED | 1.33% | no in-house ratios for this holding |
| STATE CENTER COMMUNITY COLLEGE DISTRICT (CA) | UNSCREENED | 1.33% | no in-house ratios for this holding |
| SANTA CLARA (CA), COUNTY OF | UNSCREENED | 1.32% | no in-house ratios for this holding |
| SANTA CLARA (CA), COUNTY OF | UNSCREENED | 1.31% | no in-house ratios for this holding |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA (THE) (CA) | UNSCREENED | 1.30% | no in-house ratios for this holding |
| LOS ANGELES COMMUNITY COLLEGE DISTRICT (CA) | UNSCREENED | 1.30% | no in-house ratios for this holding |
| LOS ANGELES CITY DEPARTEMENT OF WATER AND POWER (CA) | UNSCREENED | 1.29% | no in-house ratios for this holding |
| CALIFORNIA INFRASTRUCTURE ECONOMIC DEVELOPMENT BANK (CA) | UNSCREENED | 1.24% | no in-house ratios for this holding |
| J PAUL GETTY TRUST | UNSCREENED | 1.24% | no in-house ratios for this holding |
| CALIFORNIA (CA), STATE OF | UNSCREENED | 1.08% | no in-house ratios for this holding |
| LOS ANGELES CALIF CMNTY COLLEGE DIST | UNSCREENED | 1.03% | no in-house ratios for this holding |
| SAN FRANCISCO CALIF CITY & CNTY PUB UTILS COMMN | UNSCREENED | 0.99% | no in-house ratios for this holding |
| SAN FRANCISCO CITY AND COUNTY AIRPORT COMMISSION (CA) | UNSCREENED | 0.97% | no in-house ratios for this holding |
| SAN FRANCISCO CITY AND COUNTY PUBLIC UTILITIES COMMISSION (CA) | UNSCREENED | 0.95% | no in-house ratios for this holding |
| CALIFORNIA PUBLIC FINANCE AUTHORITY (CA) | UNSCREENED | 0.90% | no in-house ratios for this holding |
| LOS RIOS COMMUNITY COLLEGE DISTRICT (CA) | UNSCREENED | 0.88% | no in-house ratios for this holding |
| METROPOLITAN WTR DIST SOUTHN CALIF | UNSCREENED | 0.87% | no in-house ratios for this holding |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY (CA) | UNSCREENED | 0.87% | no in-house ratios for this holding |
| SAN FRANCISCO CITY AND COUNTY PUBLIC UTILITIES COMMISSION (CA) | UNSCREENED | 0.84% | no in-house ratios for this holding |
| SAN FRANCISCO (CA), CITY AND COUNTY OF | UNSCREENED | 0.82% | no in-house ratios for this holding |
| SAN FRANCISCO CALIF CITY & CNTY | UNSCREENED | 0.82% | no in-house ratios for this holding |
| SAN FRANCISCO CALIF CITY & CNTY PUB UTILS COMMN | UNSCREENED | 0.80% | no in-house ratios for this holding |
| SAN FRANCISCO CITY AND COUNTY AIRPORT COMMISSION (CA) | UNSCREENED | 0.80% | no in-house ratios for this holding |
| LOS ANGELES CALIF CMNTY COLLEGE DIST | UNSCREENED | 0.76% | no in-house ratios for this holding |
| WEST VY MISSION CMNTY COLLEGE DIST CALIF | UNSCREENED | 0.73% | no in-house ratios for this holding |
| CALIFORNIA ST UNIV | UNSCREENED | 0.72% | no in-house ratios for this holding |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY (CA) | UNSCREENED | 0.72% | no in-house ratios for this holding |
| CALIFORNIA ST PUB WKS BRD | UNSCREENED | 0.71% | no in-house ratios for this holding |
| SAN DIEGO CNTY CALIF REGL ARPT AUTH | UNSCREENED | 0.71% | no in-house ratios for this holding |
| CALIFORNIA ST PUB WKS BRD | UNSCREENED | 0.70% | no in-house ratios for this holding |
| CALIFORNIA STATE PUBLIC WORKS BOARD (CA) | UNSCREENED | 0.70% | no in-house ratios for this holding |
| CALIFORNIA ST UNIV | UNSCREENED | 0.70% | no in-house ratios for this holding |
| SAN DIEGO COMMUNITY COLLEGE DISTRICT (CA) | UNSCREENED | 0.69% | no in-house ratios for this holding |
| SAN FRANCISCO CALIF CITY & CNTY PUB UTILS COMMN | UNSCREENED | 0.69% | no in-house ratios for this holding |
| CALIFORNIA (CA), STATE OF | UNSCREENED | 0.69% | no in-house ratios for this holding |
| SAN DIEGO CNTY CALIF REGL ARPT AUTH | UNSCREENED | 0.68% | no in-house ratios for this holding |
| LOS ANGELES CITY DEPARTMENT OF AIRPORTS (CA) | UNSCREENED | 0.68% | no in-house ratios for this holding |
| SAN FRANCISCO CITY AND COUNTY AIRPORT COMMISSION (CA) | UNSCREENED | 0.67% | no in-house ratios for this holding |
| SAN FRANCISCO (CA), CITY AND COUNTY OF | UNSCREENED | 0.63% | no in-house ratios for this holding |
| CALIFORNIA INFRASTRUCTURE ECONOMIC DEVELOPMENT BANK (CA) | UNSCREENED | 0.56% | no in-house ratios for this holding |
| SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN | UNSCREENED | 0.56% | no in-house ratios for this holding |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA (THE) (CA) | UNSCREENED | 0.56% | no in-house ratios for this holding |
| SAN FRANCISCO CITY AND COUNTY AIRPORT COMMISSION (CA) | UNSCREENED | 0.54% | no in-house ratios for this holding |
| SANTA CLARA VALLEY WATER DISTRICT (CA) | UNSCREENED | 0.54% | no in-house ratios for this holding |
| SACRAMENTO MUNICIPAL UTILITY DISTRICT (CA) | UNSCREENED | 0.54% | no in-house ratios for this holding |
| SANTA CLARA VY CALIF WTR DIST | UNSCREENED | 0.54% | no in-house ratios for this holding |
| SAN FRANCISCO CITY AND COUNTY AIRPORT COMMISSION (CA) | UNSCREENED | 0.53% | no in-house ratios for this holding |
| LOS ANGELES CITY DEPARTMENT OF AIRPORTS (CA) | UNSCREENED | 0.53% | no in-house ratios for this holding |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY (CA) | UNSCREENED | 0.53% | no in-house ratios for this holding |
| SANTA CLARA (CA), COUNTY OF | UNSCREENED | 0.52% | no in-house ratios for this holding |
| LOS ANGELES CITY DEPARTEMENT OF WATER AND POWER (CA) | UNSCREENED | 0.52% | no in-house ratios for this holding |
| CALIFORNIA PUBLIC FINANCE AUTHORITY (CA) | UNSCREENED | 0.52% | no in-house ratios for this holding |
| SANTA CLARA (CA), COUNTY OF | UNSCREENED | 0.50% | no in-house ratios for this holding |
| STANFORD HEALTH CARE | UNSCREENED | 0.48% | no in-house ratios for this holding |
| EAST BAY CALIF MUN UTIL DIST | UNSCREENED | 0.48% | no in-house ratios for this holding |
| SAN JOSE EVERGREEN CALIF CMNTY COLLEGE DIST | UNSCREENED | 0.46% | no in-house ratios for this holding |
| EAST BAY CALIF MUN UTIL DIST | UNSCREENED | 0.43% | no in-house ratios for this holding |
| CALIFORNIA PUBLIC FINANCE AUTHORITY (CA) | UNSCREENED | 0.43% | no in-house ratios for this holding |
| LOS ANGELES CALIF SOLID WASTE RES | UNSCREENED | 0.42% | no in-house ratios for this holding |
| LOS ANGELES CITY DEPARTMENT OF AIRPORTS (CA) | UNSCREENED | 0.42% | no in-house ratios for this holding |
| SANTA CLARA (CA), COUNTY OF | UNSCREENED | 0.41% | no in-house ratios for this holding |
| SACRAMENTO CALIF MUN UTIL DIST | UNSCREENED | 0.39% | no in-house ratios for this holding |
| SAN BERNARDINO COMMUNITY COLLEGE DISTRICT (CA) | UNSCREENED | 0.38% | no in-house ratios for this holding |
| LOS ANGELES CITY DEPARTMENT OF AIRPORTS (CA) | UNSCREENED | 0.32% | no in-house ratios for this holding |
| SANTA CLARA VY CALIF WTR DIST | UNSCREENED | 0.30% | no in-house ratios for this holding |
| SAN JOSE CALIF FING AUTH | UNSCREENED | 0.29% | no in-house ratios for this holding |
| CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK | UNSCREENED | 0.29% | no in-house ratios for this holding |
| MOUNT SAN ANTONIO COMMUNITY COLLEGE DISTRICT (CA) | UNSCREENED | 0.29% | no in-house ratios for this holding |
| SAN FRANCISCO CITY AND COUNTY PUBLIC UTILITIES COMMISSION (CA) | UNSCREENED | 0.29% | no in-house ratios for this holding |
| SAN FRANCISCO (CA), CITY AND COUNTY OF | UNSCREENED | 0.28% | no in-house ratios for this holding |
| CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK | UNSCREENED | 0.28% | no in-house ratios for this holding |
| MIRACOSTA COMMUNITY COLLEGE DISTRICT (CA) | UNSCREENED | 0.28% | no in-house ratios for this holding |
| SAN JOSE CALIF FING AUTH | UNSCREENED | 0.28% | no in-house ratios for this holding |
| SAN JOSE-EVERGREEN COMMUNITY COLLEGE DISTRICT (CA) | UNSCREENED | 0.28% | no in-house ratios for this holding |
| SACRAMENTO MUNICIPAL UTILITY DISTRICT (CA) | UNSCREENED | 0.28% | no in-house ratios for this holding |
| SAN JOSE CALIF FING AUTH | UNSCREENED | 0.28% | no in-house ratios for this holding |
| SACRAMENTO CALIF MUN UTIL DIST | UNSCREENED | 0.28% | no in-house ratios for this holding |
| SACRAMENTO CALIF MUN UTIL DIST | UNSCREENED | 0.28% | no in-house ratios for this holding |
| SAN JOAQUIN CALIF DELTA CMNTY COLLEGE DIST | UNSCREENED | 0.27% | no in-house ratios for this holding |
| CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK | UNSCREENED | 0.27% | no in-house ratios for this holding |
| SANTA CLARA (CA), COUNTY OF | UNSCREENED | 0.27% | no in-house ratios for this holding |
| SAN FRANCISCO CALIF CITY & CNTY PUB UTILS COMMN | UNSCREENED | 0.27% | no in-house ratios for this holding |
| SAN DIEGO COUNTY REGIONAL TRANSPORTATION COMMISSION (CA) | UNSCREENED | 0.26% | no in-house ratios for this holding |
| SANTA CLARA VY CALIF WTR DIST | UNSCREENED | 0.25% | no in-house ratios for this holding |
| CALIFORNIA (CA), STATE OF | UNSCREENED | 0.02% | no in-house ratios for this holding |
| TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY (CA) | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CALIFORNIA (CA), STATE OF | UNSCREENED | 0.01% | no in-house ratios for this holding |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| CALIFORNIA (CA), STATE OFnot matched to a ticker | 2.92% | Not screened |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY (CA)not matched to a ticker | 2.85% | Not screened |
| CALIFORNIA (CA), STATE OFnot matched to a ticker | 2.75% | Not screened |
| SAN FRANCISCO CITY AND COUNTY AIRPORTS (CA)not matched to a ticker | 2.71% | Not screened |
| CALIFORNIA (CA), STATE OFnot matched to a ticker | 2.63% | Not screened |
| SAN FRANCISCO CITY AND COUNTY AIRPORT COMMISSION (CA)not matched to a ticker | 2.61% | Not screened |
| CALIFORNIA (CA), STATE OFnot matched to a ticker | 2.46% | Not screened |
| Money Market Obligations Trustnot matched to a ticker | 2.38% | Non-compliant |
| CALIFORNIA INFRASTRUCTURE ECONOMIC DEVELOPMENT BANK (CA)not matched to a ticker | 2.34% | Not screened |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA (THE) (CA)not matched to a ticker | 2.15% | Not screened |
Top 10 of 110 holdings, 25.8% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for OWCAX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 2 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 45.70 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 37.94 | NEUTRAL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.02 | BUY |
| ROC (10) | 1.63 | BUY |
| Momentum (10) | 0.15 | BUY |
| EMA (10) | 9.34 | BUY |
| SMA (10) | 9.33 | BUY |
| EMA (20) | 9.37 | BUY |
| SMA (20) | 9.34 | BUY |
| EMA (30) | 9.40 | SELL |
| SMA (30) | 9.41 | SELL |
| EMA (50) | 9.47 | SELL |
| SMA (50) | 9.51 | SELL |
| EMA (100) | 9.57 | SELL |
| SMA (100) | 9.61 | SELL |
| EMA (200) | 9.68 | SELL |
| SMA (200) | 9.72 | SELL |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.