Osterweis Fund Investor Fund Quote
| OSTFX Fund | USD 21.91 0.05 0.23% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Osterweis Fund is trading at 21.91 as of the 3rd of December 2024; that is 0.23 percent down since the beginning of the trading day. The fund's open price was 21.96. Osterweis Fund has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Osterweis Fund Investor are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 2024 and ending today, the 3rd of December 2024. Click here to learn more.
The fund invests primarily in common stocks of quality growth companies that Osterweis Capital Management, Inc. believes offer superior investment value and opportunity for growth. It may invest in companies of any size - large, medium and small. The Adviser focuses on companies that the adviser believes to be undervalued or otherwise out-of-favor in the market, but that have sustainable competitive advantages.. More on Osterweis Fund Investor
Moving together with Osterweis Mutual Fund
Osterweis Mutual Fund Highlights
| Fund Concentration | Osterweis Funds, Large Blend Funds, Large Blend, Osterweis (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of June 2023 |
| Fiscal Year End | March |
Osterweis Fund Investor [OSTFX] is traded in USA and was established 3rd of December 2024. Osterweis Fund is listed under Osterweis category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Osterweis family. This fund now has accumulated 143.41 M in assets with minimum initial investment of 5 K. Osterweis Fund Investor is currently producing year-to-date (YTD) return of 16.62% with the current yeild of 0.01%, while the total return for the last 3 years was 4.87%.
Check Osterweis Fund Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Osterweis Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Osterweis Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Osterweis Fund Investor Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Osterweis Fund Investor Mutual Fund Constituents
| PNR | Pentair PLC | Stock | Industrials | |
| FDX | FedEx | Stock | Industrials | |
| SERV | Serve Robotics Common | Stock | Consumer Discretionary | |
| ZEN | Zendesk | Stock | Information Technology | |
| UNP | Union Pacific | Stock | Industrials | |
| AMD | Advanced Micro Devices | Stock | Information Technology | |
| RPM | RPM International | Stock | Materials | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services |
Osterweis Fund Investor Risk Profiles
| Mean Deviation | 0.5572 | |||
| Semi Deviation | 0.6976 | |||
| Standard Deviation | 0.7393 | |||
| Variance | 0.5466 |
Osterweis Fund Against Markets
Other Information on Investing in Osterweis Mutual Fund
Osterweis Fund financial ratios help investors to determine whether Osterweis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Osterweis with respect to the benefits of owning Osterweis Fund security.
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