OSTFX Osterweis Fund

This is an open ended mutual fund. The investment seeks long-term total returns. The fund invests primarily in common stocks of companies that the Adviser believes offer superior investment value and opportunity for growth. It may invest in companies of any size - large, medium and small. The Adviser focuses on companies that the adviser believes to be undervalued or otherwise out-of-favor in the market, but that have attractive growth prospects. It may invest up to 30% of its assets in equity securities of foreign issuers and or depositary receipts that are traded on domestic or foreign exchanges, including those in emerging markets.

As of 07/27/2021

Mutual Fund Information
Sponsor:     Professionally Managed Portfolios
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Morningstar category:  Large Blend
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     10/01/1993
Market cap:     $0
Current yield:     0.42%
Fees:     0.9600%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  742935406
ISIN:    US7429354068
Investment style: Actively managed

2021 © Stock Market MBA, Inc. Terms of use | Privacy policy