Osterweis Fund

Class No Load (OSTFX)
Scorecard
3 / 5 Stars
Lipper
2 2 5 4 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#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.

See all Osterweis funds

See full Mid-Cap Blend rankings

See more fund rankings

Performance

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%
1 Year 24.0%
3 Years (Annualized) 12.4%
5 Years (Annualized) 18.0%
10 Years (Annualized) 8.1%

See more OSTFX performance

Summary

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

Fees are Low compared to funds in the same category.
Osterweis Fund has an expense ratio of 1.03 percent.

See more OSTFX fees

Risk

Risk is Low compared to funds in the same category according to Morningstar.

See more OSTFX risk