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OSTGX
Mutual Fund ticker: NASDAQ
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Osterweis Opportunity Fund (OSTGX) Ownership - Who owns Osterweis Opportunity Fund?

The investment seeks long-term capital appreciation... Show more

Category: #Small Growth

Profile

Category
Small Growth
Address
Professionally Managed Portfolios615 EAST MICHIGAN STREETMilwaukee
Phone
N/A
Web
N/A

Details

Group
Domestic Stock Funds
Category
Small Growth
Total Expense Ratio
1.12
Min. Initial Investment
5000.00
Fund Existence
over 8 years
Turnover
137.00
Front Load
N/A
Net Assets
324408160.00
Manager Tenure
N/A

Fundamentals

OSTGX
Net Assets
324M
Fund Existence
over 8 years
Turnover
137.00
Total Expense Ratio
1.12
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
5000
Min. Initial Investment IRA
N/A
Morningstar Category
Small Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.19
Assets in Top Ten Holdings
87.3M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
329M
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.00
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
44.00
Number of Net Holdings
44.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.02
Weighting Top Ten Holdings
40.82%
Gain YTD
-1.389
Annual Yield % from dividends
0.00
Returns for 1 year
-1.90
Returns for 3 years
38.65
Returns for 5 years
-0.12
Returns for 10 years
N/A
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Professionally Managed Portfolios615 EAST MICHIGAN STREETMilwaukee
Phone
N/A
Web
N/A