OSTGX Mutual Fund

OSTGX Mutual Fund (Osterweis Opportunity Fund) is managed by Osterweis Capital Management with $352.0M in net assets. OSTGX expense ratio is 1.12%, holding 43 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2016-11-30.

OSTGX performance shows a YTD return of 19.70%. The 1-year return is 27.63% and the 5-year return is 3.37%. OSTGX dividend yield stands at 1.86%, paid annually.

OSTGX top holdings include Federated U.S. Treasury Cash Reserves Fund Institutional Shares (9.0%), Vericel Corp (3.5%), Life Time Inc (3.5%), Spx Corp (3.5%), Novanta Inc. Common Stock (3.4%). Go to all OSTGX holdings, OSTGX sectors, or OSTGX dividends.

OSTGX can be compared against other funds. Use OSTGX overlap to find shared positions, or OSTGX vs another fund for a side-by-side view. OSTGX alternatives are available via the screener, along with tax-loss harvesting opportunities.