Osterweis Emerging is trading at 15.62 as of the 25th of March 2025; that is 0.06 percent up since the beginning of the trading day. The fund's open price was 15.61. Osterweis Emerging has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
The fund invests primarily in the common stocks of companies that the Adviser believes should experience strong revenue growth and rising profits. The funds investments in any one sector may exceed 25 percent of its net assets. As of March 31, 2024, over 25 percent of the funds assets were invested in securities within the health care sector.. More on Osterweis Emerging Opportunity
Osterweis Emerging Opportunity [OSTGX] is traded in USA and was established 25th of March 2025. Osterweis Emerging is listed under Osterweis category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Osterweis family. This fund now has accumulated 210.7 M in assets with minimum initial investment of 5 K. Osterweis Emerging is currently producing year-to-date (YTD) return of 1.56%, while the total return for the last 3 years was 3.01%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Osterweis Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Osterweis Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Osterweis Emerging Opportunity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Osterweis Emerging Opportunity Mutual Fund Constituents
Other Information on Investing in Osterweis Mutual Fund
Osterweis Emerging financial ratios help investors to determine whether Osterweis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Osterweis with respect to the benefits of owning Osterweis Emerging security.