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OSTIX
Mutual Fund ticker: NASDAQ
AS OF
Oct 14 closing price
Price
$11.24
Change
+$0.01 (+0.09%)
Net Assets
5.85B

OSTIX Osterweis Strategic Income Forecast, Technical & Fundamental Analysis

The investment seeks to preserve capital and attain long-term total returns through a combination of current income and moderate capital appreciation... Show more

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A.I.Advisor
published Highlights

Industry description

The investment seeks to preserve capital and attain long-term total returns through a combination of current income and moderate capital appreciation. The fund invests primarily in income bearing securities. Osterweis Capital Management, LLC (the “Adviser”) takes a strategic approach and may invest in a wide array of fixed income securities of various credit qualities and maturities. The Adviser seeks to control risk through rigorous credit analysis, economic analysis, interest rate forecasts and sector trend review, and is not constrained by any particular duration or credit quality targets.
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A.I. Advisor
published General Information

General Information

Category HighYieldBond

Profile
Fundamentals
Details
Category
High Yield Bond
Address
Professionally Managed Portfolios615 EAST MICHIGAN STREETMilwaukee
Phone
N/A
Web
N/A
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OSTIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OSTIX has been closely correlated with FTAHX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if OSTIX jumps, then FTAHX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OSTIX
1D Price
Change %
OSTIX100%
N/A
FTAHX - OSTIX
81%
Closely correlated
+0.20%
FAHHX - OSTIX
81%
Closely correlated
+0.20%
HIGFX - OSTIX
80%
Closely correlated
+0.20%
PHYEX - OSTIX
73%
Closely correlated
N/A
PHYQX - OSTIX
73%
Closely correlated
N/A
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