OSTFX Mutual Fund

OSTFX Mutual Fund (Osterweis Fund Investor Class) is managed by Osterweis Capital Management with $142.0M in net assets. OSTFX expense ratio is 0.94%, holding 39 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 1993-10-01.

OSTFX performance shows a YTD return of 8.35%. The 1-year return is 13.59% and the 5-year return is 6.50%. OSTFX dividend yield stands at 5.52%, paid annually.

OSTFX top holdings include Alphabet Inc. C (8.3%), Apple, Inc (4.6%), Applied Materials, Inc. (4.3%), Amazon.Com Inc (4.2%), Analog Devices, Inc. (3.8%). Go to all OSTFX holdings, OSTFX sectors, or OSTFX dividends.

OSTFX can be compared against other funds. Use OSTFX overlap to find shared positions, or OSTFX vs another fund for a side-by-side view. OSTFX alternatives are available via the screener, along with tax-loss harvesting opportunities.