OSTGX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Osterweis Opportunity Fund (OSTGX) Ownership - Who owns Osterweis Opportunity Fund?

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

Category: #Small Growth

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

OSTGX

Net Assets

363M

Fund Existence

over 8 years

Turnover

110.00

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

1.20

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

Fund Share Class Net Assets

363M

Fund Type

OpenEnd

Index Fund

Management Fee

1.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

43.00

Number of Net Holdings

43.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.02

Weighting Top Ten Holdings

39.55%

Gain YTD

-12.558

Annual Yield % from dividends

0.00

Returns for 1 year

-3.33

Returns for 3 years

6.18

Returns for 5 years

55.45

Returns for 10 years

N/A

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General Information

Category SmallGrowth

Profile

Fundamentals

Details