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OSTGX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$17.26
Change
-$0.79 (-4.38%)
Net Assets
434.3M

OSTGX Osterweis Opportunity Fund Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

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 11.91B. The market cap for tickers in the group ranges from 3.21B to 48.48B. AXON holds the highest valuation in this group at 48.48B. 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 -8%. For the same stocks of the MF, the average monthly volume growth was -51% and the average quarterly volume growth was 62%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 79
P/E Growth Rating: 65
Price Growth Rating: 43
SMR Rating: 64
Profit Risk Rating: 30
Seasonality Score: -1 (-100 ... +100)
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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
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OSTGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OSTGX has been closely correlated with WCMNX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if OSTGX jumps, then WCMNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OSTGX
1D Price
Change %
OSTGX100%
-0.82%
WCMNX - OSTGX
97%
Closely correlated
-1.05%
WCMLX - OSTGX
97%
Closely correlated
-1.03%
NRGEX - OSTGX
87%
Closely correlated
-1.09%
VISGX - OSTGX
83%
Closely correlated
-1.02%
VSGAX - OSTGX
83%
Closely correlated
-1.01%
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