Osterweis Strategic is trading at 16.54 as of the 27th of February 2025; that is 0.06 percent down since the beginning of the trading day. The fund's open price was 16.55. Osterweis Strategic has about a 22 % 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 29th of November 2024 and ending today, the 27th of February 2025. Click here to learn more.
The fund invests in both equity and fixed income securities that the Adviser believes can deliver attractive long-term returns and enhanced capital preservation. Osterweis Strategic is traded on NASDAQ Exchange in the United States. More on Osterweis Strategic Investment
Osterweis Strategic Investment [OSTVX] is traded in USA and was established 27th of February 2025. Osterweis Strategic is listed under Osterweis category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Osterweis family. This fund now has accumulated 166.62 M in assets with minimum initial investment of 5 K. Osterweis Strategic is currently producing year-to-date (YTD) return of 1.41% with the current yeild of 0.02%, while the total return for the last 3 years was 5.47%.
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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.