Osterweis Strategic Income Fund Quote

OSTIX Fund  USD 11.21  0.02  0.18%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Osterweis Strategic is trading at 11.21 as of the 24th of March 2025; that is 0.18 percent up since the beginning of the trading day. The fund's open price was 11.19. Osterweis Strategic has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The Adviser seeks to control risk through rigorous credit analysis, economic analysis, interest rate forecasts and sector trend review, and is not constrained by any particular duration or credit quality targets. Osterweis Strategic is traded on NASDAQ Exchange in the United States.. More on Osterweis Strategic Income

Moving together with Osterweis Mutual Fund

  0.91VWEAX Vanguard High YieldPairCorr
  0.92VWEHX Vanguard High YieldPairCorr

Moving against Osterweis Mutual Fund

  0.43OSTGX Osterweis EmergingPairCorr

Osterweis Mutual Fund Highlights

Fund ConcentrationOsterweis Funds, Large Funds, High Yield Bond Funds, High Yield Bond, Osterweis (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date30th of June 2023
Fiscal Year EndMarch
Osterweis Strategic Income [OSTIX] is traded in USA and was established 24th of March 2025. Osterweis Strategic is listed under Osterweis category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of Osterweis family. This fund now has accumulated 4.71 B in assets with minimum initial investment of 5 K. Osterweis Strategic is currently producing year-to-date (YTD) return of 0.66% with the current yeild of 0.01%, while the total return for the last 3 years was 5.97%.
Check Osterweis Strategic Probability Of Bankruptcy

Instrument Allocation

Top Osterweis Strategic Income Mutual Fund Constituents

UTIXXMoney Market ObligationsMoney Market FundUS Money Market Fund
BLBDBlue Bird CorpStockIndustrials
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Osterweis Strategic Top Holders

STBJXSierra Tactical BondMutual FundNontraditional Bond
STBDXSierra Tactical BondMutual FundNontraditional Bond
STBKXSierra Tactical BondMutual FundNontraditional Bond
STBNXSierra Tactical BondMutual FundNontraditional Bond
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Osterweis Strategic Risk Profiles

Osterweis Strategic Against Markets

Other Information on Investing in Osterweis Mutual Fund

Osterweis Strategic 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 Strategic security.
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