Osterweis Strategic Investment Fund

Class Inv (OSTVX)
5 / 5 Stars
5 5 4 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
A (Buy)

#2 in Moderate Allocation

U.S. News evaluated 233 Moderate Allocation 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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The fund has returned 20.28 percent over the past year, and 13.83 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 6.6%
1 Year 20.3%
3 Years (Annualized) 13.8%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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The investment seeks long-term total returns and capital preservation. The fund invests in both equity and fixed income securities that the Adviser believes can deliver attractive long-term returns and enhanced capital preservation. Under normal market conditions, the minimum allocation to either fixed income or equity securities is expected to be 25% of the fund's net assets; conversely, the maximum allocation to either fixed income or equity securities at any given time is expected to be 75%. It may invest up to 50% of its net assets in foreign securities. The fund's investments in any one sector may exceed 25% of net assets.


Fees are Above Average compared to funds in the same category.
Osterweis Strategic Investment Fund has an expense ratio of 1.15 percent.

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

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Highest Returns (10-year)

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