OSTFX Rating, Research - Osterweis

Osterweis (ostfx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 51

Threats + Weaknesses = 21

When strengths & opportunities substantially exceed threats & weaknesses an investment in the ostfx mutual fund has great long term potential.

Fund Management Team

Osterweis Funds

Fund Description Update

Osterweis (OSTFX) Description: OSTFX is a mutual fund, which is an investment that owns a basket of assets. The OSTFX mutual fund was provided by Osterweis and this investment vehicle derives the majority of its value from equity holdings (stocks). Osterweiss mutual fund has a long management tenure and is in the large fund size classification. OSTFXs minimum initial investment amount is $5000 while the IRA minimum is $1500. OSTFXs expense ratio is roughly 1%. The latest OSTFXs front end load was 0% and the back end load was 0%. The Osterweis (OSTFX) mutual fund falls under the mid-cap mixed category. OSTFX focuses its investments in USA and OSTFX is not affiliated with a particular industry or fund sector. The Osterweis (OSTFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OSTFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OSTFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests primarily in domestic stocks (see stock research) and to a lesser extent in debt and foreign equity securities (see equity research). Normally, at least 80% of assets will be invested in domestic equity and debt securities. Equity securities include common stocks (see stock research), preferred stocks (see stock research), convertible securities and warrants. The funds non-diversified.

Management Analysis Update

Performance Analysis Update