OSTVX Mutual Fund
OSTVX Mutual Fund
OSTVX Mutual Fund
Osterweis Strategic Investment Fund
OSTVX Mutual Fund Overview
OSTVX Mutual Fund (Osterweis Strategic Investment Fund) is managed by Osterweis Capital Management with $187.0M in net assets. OSTVX expense ratio is 0.98%, holding 160 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2010-08-31.
OSTVX performance shows a YTD return of 6.93%. The 1-year return is 10.48% and the 5-year return is 5.68%. OSTVX dividend yield stands at 3.40%, paid quarterly.
OSTVX top holdings include Alphabet Inc. C (5.0%), Federated U.S. Treasury Cash Reserves Fund Institutional Shares (2.8%), Amazon.Com Inc (2.6%), Applied Materials, Inc. (2.6%), Visa Inc Class A (2.4%). Go to all OSTVX holdings, OSTVX sectors, or OSTVX dividends.
OSTVX can be compared against other funds. Use OSTVX overlap to find shared positions, or OSTVX vs another fund for a side-by-side view. OSTVX alternatives are available via the screener, along with tax-loss harvesting opportunities.