Industry description
The investment seeks long-term capital appreciation.
The fund invests primarily in the common stocks of companies that the Adviser believes should experience strong revenue growth and rising profits. The fund’s investments in any one sector may exceed 25% of its net assets. As of March 31, 2024, over 25% of the fund’s assets were invested in securities within the health care sector.
Market Cap
The average market capitalization across the Osterweis Opportunity Fund MF is 9.56B. The market cap for tickers in the group ranges from 3.21B to 29.45B. AXON holds the highest valuation in this group at 29.45B. The lowest valued company is IOSP at 3.21B.
Volume
The average weekly volume growth across all stocks in the Osterweis Opportunity Fund MF was 15%. For the same stocks of the MF, the average monthly volume growth was 36% and the average quarterly volume growth was 29%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 80
P/E Growth Rating: 55
Price Growth Rating: 48
SMR Rating: 67
Profit Risk Rating: 29
Seasonality Score: -40 (-100 ... +100)