OSTFX Mutual Fund
OSTFX Mutual Fund
OSTFX Mutual Fund
Osterweis Fund Investor Class
OSTFX Mutual Fund Overview
OSTFX Mutual Fund (Osterweis Fund Investor Class) is managed by Osterweis Capital Management with $145.4M in net assets. OSTFX expense ratio is 0.94%, holding 40 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 1993-10-01.
OSTFX performance shows a YTD return of 6.99%. The 1-year return is 13.64% and the 5-year return is 6.66%. OSTFX dividend yield stands at 5.59%, paid annually.
OSTFX top holdings include Alphabet, Inc., Class C (8.3%), Apple Inc Ord (4.6%), Applied Materials, Inc. (4.3%), Amazon.Com Inc (4.2%), Analog Devices, Inc. (3.8%). Go to all OSTFX holdings, OSTFX sectors, or OSTFX dividends.
OSTFX can be compared against other funds. Use OSTFX overlap to find shared positions, or OSTFX vs another fund for a side-by-side view. OSTFX alternatives are available via the screener, along with tax-loss harvesting opportunities.