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OSTVX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Osterweis Growth & Income Fund (OSTVX) Ownership - Who owns Osterweis Growth & Income Fund?

The investment seeks long-term total returns and capital preservation... Show more

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

Profile

Category
Moderate Allocation
Address
Professionally Managed Portfolios615 EAST MICHIGAN STREETMilwaukee
Phone
N/A
Web
N/A

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
0.92
Min. Initial Investment
5000.00
Fund Existence
over 14 years
Turnover
32.00
Front Load
N/A
Net Assets
167499420.00
Manager Tenure
N/A

Fundamentals

OSTVX
Net Assets
167M
Fund Existence
over 14 years
Turnover
32.00
Total Expense Ratio
0.92
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
5000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.92
Assets in Top Ten Holdings
55.4M
Average Credit Quality
15
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
167M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
166.00
Number of Net Holdings
167.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
28.51%
Gain YTD
-7.330
Annual Yield % from dividends
2.35
Returns for 1 year
-9.95
Returns for 3 years
-9.16
Returns for 5 years
22.45
Returns for 10 years
20.79
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General Information

Category ModerateAllocation

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