OSTGX Mutual Fund

OSTGX Mutual Fund (Osterweis Emerging Opportunity Fund) is managed by Osterweis Capital Management with $352.5M 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 30.15%. The 1-year return is 41.37% and the 5-year return is 5.21%. OSTGX dividend yield stands at 1.77%, paid annually.

OSTGX top holdings include Federated U.S. Treasury Cash Reserves Fund Institutional Shares (9.5%), Life Time Inc (3.7%), Axos Financial, Inc. (3.6%), Guardant Health Inccommon Stock (3.6%), Vse (3.4%). View all OSTGX holdings, sector breakdown, or dividend history.

OSTGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OSTGX alternatives are available via the screener, along with tax-loss harvesting opportunities.