MENU
OSTVX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

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

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
N/A
Min. Initial Investment
5000.00
Fund Existence
over 14 years
Turnover
33.00
Front Load
N/A
Net Assets
184339760.00
Manager Tenure
N/A

Fundamentals

OSTVX
Net Assets
184M
Fund Existence
over 14 years
Turnover
33.00
Total Expense Ratio
N/A
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
N/A
Assets in Top Ten Holdings
55.4M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
184M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
148.00
Number of Net Holdings
N/A
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
2.205
Annual Yield % from dividends
2.53
Returns for 1 year
4.46
Returns for 3 years
0.06
Returns for 5 years
19.28
Returns for 10 years
39.04
View a ticker or compare two or three
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

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