3 / 5 Stars
2 2 5 4 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#76 in Mid-Cap Blend
U.S. News evaluated 138 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 23.99 percent over the past year, 12.41 percent over the past three years, 17.96 percent over the past five years, and 8.09 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.3%|
|3 Years (Annualized)||12.4%|
|5 Years (Annualized)||18.0%|
|10 Years (Annualized)||8.1%|
The investment seeks long-term total return. The fund invests primarily in common stocks of companies that the advisor believes offer superior investment value and opportunity for growth. It may invest in companies of any size - large, medium and small. The fund focuses on companies that are believed to be undervalued or otherwise out-of-favor in the market, but that have attractive growth prospects. It may invest 15% of assets in other types of equity securities including convertible securities and publicly traded MLPs.
Fees are Low compared to funds in the same category.
Osterweis Fund has an expense ratio of 1.03 percent.
Risk is Low compared to funds in the same category according to Morningstar.