OSTVX Osterweis Growth & Income Fund Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), Analog Devices (NASDAQ:ADI), Target Corp (NYSE:TGT).

The investment seeks long-term total returns and capital preservation. The fund invests in both equity and fixed income securities that Osterweis Capital Management, LLC (the “Adviser”) believes can deliver attractive long-term returns and enhanced capital preservation. The fund also focuses on generating consistent and growing income over time in addition to capital appreciation. The fund’s investments in any one sector may exceed 25% of its net assets. In executing the strategy, the advisors seek to deliver returns through both income and growth.

The average market capitalization across the Osterweis Growth & Income Fund MF is 661B. The market cap for tickers in the group ranges from 8.46B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is EGP at 8.46B.

The average weekly volume growth across all stocks in the Osterweis Growth & Income Fund MF was 15%. For the same stocks of the MF, the average monthly volume growth was 11% and the average quarterly volume growth was 65%