Osterweis Strategic Investment Fund

Class Inv (OSTVX)
Scorecard
5 / 5 Stars
Lipper
5 5 4 4 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B- (Buy)

#16 in Moderate Allocation

U.S. News evaluated 247 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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Performance

The fund has returned 19.93 percent over the past year, and 12.75 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.3%
1 Year 19.9%
3 Years (Annualized) 12.8%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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; the maximum allocation to either fixed income or equity securities at any given time is expected to be 75%. It may invest up to half of net assets in foreign securities (in developed and emerging markets). The fund's investments in any one sector may exceed 25% of net assets.

Fees

Fees are Above Average compared to funds in the same category.
Osterweis Strategic Investment Fund has an expense ratio of 1.29 percent.

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Risk

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

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