Osterweis Institutional Equity Fund

Class Other (OSTEX)

U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 25.77 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year 25.8%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term total returns. The fund normally intends to invest approximately 95% of its net assets (plus any borrowings for investment purposes) in equity securities. It may also invest up to 40% of its assets in equity securities of foreign issuers and/or depositary receipts that are traded on domestic or foreign exchanges, including emerging markets. The fund may invest in companies of any size - large, medium and small. It may, at times, invest greater than 25% of its net assets in the securities of companies in the same market sector.

Fees

Fees are Above Average compared to funds in the same category.
Osterweis Institutional Equity Fund has an expense ratio of 1.00 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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