| 11.93 Net Asset Value | 0.00% 1 Day | +2.40% Year-to-Date | Overall Morningstar Rating |
| Multisector bond Style or Category | No Load Sales Expenses | 0.93% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | -0.75% | 3 years | +7.94% | |
| 3 months | +1.39% | 5 years | +8.22% | |
| 1 year | +9.26% | Since inception | +8.10% |
| OSTIX | Category | |
|---|---|---|
| Performance 5-yr return | +8.22% | +7.78% |
| Expense ratio | 0.93% | 1.22% |
| Risk 5 year sharpe ratio | 1.70 | 0.93 |
| Net assets | $3.5B | $2.3B |
| Average market cap | -- | $26.0B |
| Average P/E | -- | 13.6 |
| Portfolio turnover | 87% | 87% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Osterweis |
| Fund manager & tenure | Carl Kaufman / 10 Years |
| Minimal initial investment | $5,000.00 |
| Minimum IRA investment | $1,500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- MDC Partners 11% | 2.01% |
| -- Alere 9% | 2.00% |
| -- Stone Engy 8.625% | 1.97% |
| -- Swift Svcs Hldgs 10% | 1.93% |
| -- Horsehead Hldg 144A 10.5% | 1.88% |
| -- Packaging Dynamics 144A 8.75% | 1.87% |
| -- Lions Gate Entmt 10.25% | 1.83% |
| -- Helix Engy Solutions Grp 144A 9.5% | 1.81% |
| -- Intelsat Bermuda 11.5% | 1.79% |
| -- West 11% | 1.77% |
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