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Osterweis (OSTFX) Fund Ranking and Research

Ranking, Research and Recommendation of Osterweis (OSTFX) Fund

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Graph of Osterweis Fund (OSTFX) ManagerFund Manager - Gregory S. Hermanski

Fund Manager Information

Fund Manager Tenure: 12.5 years
Fund Family: Osterweis
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)


Graph of Osterweis Fund (OSTFX) ProfileOsterweis Fund (OSTFX) Profile

Fund Profile and Description

Osterweis Fund seeks long-term total return. Osterweis Fund invests primarily in common stocks of companies that the advisor believes offer superior investment value. It focuses on companies that are believed to be undervalued or otherwise out-of-favor in the market, but that have attractive growth prospects.


Osterweis (OSTFX) Fund Strength What we like about Osterweis (OSTFX) Fund

Data for Osterweis Fund (OSTFX) as of May 30, 2016

  • Osterweis Fund (OSTFX) management has been with Osterweis Fund for 12.5 years
  • Osterweis Fund (OSTFX) ratio of up-years vs down years is greater than 2
  • Osterweis Fund (OSTFX) has an annual stock turnover rate of 20.00% vs Mid-Cap Blend average of 60.70%. It is good that Osterweis management does not trade extensively for its return.
  • Osterweis Fund (OSTFX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.19, lower than category average of 12.56
  • Osterweis Fund (OSTFX) has a lower expense ratio than its Mid-Cap Blend average: 1.02% vs 1.15%
  • Osterweis Fund (OSTFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Osterweis Fund (OSTFX) Weakness What we are cautious about Osterweis (OSTFX) Fund

Data for Osterweis Fund (OSTFX) as of May 30, 2016

  • Osterweis Fund (OSTFX) has a less-than-ideal short-term performance (1-year return -11.74% vs -4.08% Mid-Cap Blend category median performance)
  • Osterweis Fund (OSTFX) has a less-than-ideal mid-term performance (3-year return 3.88% vs 8.11% Mid-Cap Blend category median performance)
  • Osterweis Fund (OSTFX) has a less-than-ideal Long-term performance (5-year return 6.09% vs 8.53% Mid-Cap Blend category median performance)
  • Osterweis Fund (OSTFX) has a Morningstar rating of 3 and below
  • Osterweis Fund (OSTFX) is less safe compared to its Mid-Cap Blend peers
  • Osterweis Fund (OSTFX) does not have a good risk adjusted return as its 3-year Alpha of -5.61 is worse than category average of -2.81, and its 3-year Sharpe ratio is 0.39
See Osterweis Fund (OSTFX) performance details as of May 30, 2016


What do you think?


Compare Osterweis Fund (OSTFX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare

See top fund managers for Mid-Cap Blend Category Funds


Compare Osterweis Fund (OSTFX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000


Graph of Osterweis Fund (OSTFX) Net Asset TrackingOsterweis (OSTFX) Fund Net Asset

Track net asset change of Osterweis fund (OSTFX)

DateNet Asset
More historic net asset information on Osterweis Fund (OSTFX)


Graph of Osterweis Fund (OSTFX) Portfolio TrackingOsterweis (OSTFX) Fund Portfolio Allocation

Track portfolio allocation change of Osterweis fund (OSTFX)

Click here to see more historic asset allocation information on Osterweis Fund (OSTFX)


graph of Osterweis Fund (OSTFX) Top 10 Position TrackingTop 10 Holdings in Osterweis (OSTFX) Fund

Discover what Osterweis Fund (OSTFX) manager is buying

Mar 30, 2016
Charter Communications, Inc. [5%]
Allergan plc Ordinary Shares [3.89%]
Diageo PLC ADR [3.79%]
Alphabet Inc. [3.74%]
Cinemark Holdings Inc Cinemark [3.68%]
Air Lease Corporation Class A C [3.53%]
Crown Holdings, Inc. [3.43%]
Magellan Midstream Partners L.P [3.3%]
EPR Properties Common Stock [3.29%]

Dec 30, 2015
Allergan plc Ordinary Shares [4.53%]
Charter Communications, Inc. [4.31%]
American Water Works Company, I [4.12%]
Crown Holdings, Inc. [3.68%]
Diageo PLC ADR [3.66%]
Alphabet Inc. [3.64%]
Magellan Midstream Partners L.P [3.57%]
Air Lease Corporation Class A C [3.51%]
Johnson & Johnson Common Stock [3.45%]
Alleghany Corporation Common St [3.25%]

Sep 29, 2015
Charter Communications, Inc. [3.69%]
Allergan PLC [3.52%]
American Water Works Company, I [3.38%]
Diageo PLC ADR [3.22%]
Owens-Illinois, Inc. Common Sto [3.08%]
Crown Holdings, Inc. [2.96%]
Air Lease Corporation Class A C [2.89%]
Alleghany Corporation Common St [2.83%]
Magellan Midstream Partners L.P [2.82%]
Click here for Stock Holding Change Map in Osterweis Fund (OSTFX)


Latest News on Osterweis (OSTFX) Fund

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