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Osterweis Growth & Income Fund (OSTVX)

US Funds

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16.29 +0.26 +1.62%

12/05 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 179.84M

Type: Fund

Market: United States

Issuer: Osterweis

Asset Class: Equity

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OSTVX Overview

Find basic information about the Osterweis Growth & Income Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add OSTVX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 4.23%

Prev. Close16.03

Risk Rating

TTM Yield2.40%

ROE24.31%

IssuerOsterweis

Turnover32%

ROA10.63%

Inception Date40421

Total Assets179.84M

Expenses0.91%

Min. Investment5,000

Market Cap165.97B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1091	1001	1206	1084	1533	1938
Fund Return	9.12%	0.12%	20.59%	2.71%	8.92%	6.84%
Place in category	546	714	596	384	103	201
% in Category	74	96	79	58	20	41

Top Equity Funds by Osterweis

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Osterweis		145.24M	16.14	4.86	8.33

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	110.23B	-0.52	8.11	7.88
Vanguard Wellington Admiral	95.02B	-1.53	8.15	8.06
American Funds American Balanced R6	55.7B	-0.42	8.45	8.21
Vanguard Balanced Index Adm	44.63B	-1.88	7.76	7.77
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.25	449.14	-0.03%
Alphabet C	US02079K1079	3.58	160.89	+0.82%
Amazon.com	US0231351067	2.73	211.37	+1.31%
Airbus Group NV	US0092791005	2.40	45.05	+2.36%
Visa A	US92826C8394	2.22	356.14	+0.08%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Neutral	Sell
Technical Indicators	Strong Buy	BUY	Strong Sell
Summary	Strong Buy	Neutral	Strong Sell

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Osterweis Strateg.	16.29	+0.26	+1.62%