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Osterweis Strategic Income

OSTIX
11.15
+0.01
+0.09%
8/26/2016
5 Years
  • Previous Close

    11.14

  • Net Assets

    4.95B

  • Yield

    5.69%

  • Front load

    None

  • Expenses

    0.82%

  • Category

    High-Yield Bond

  • Morningstar Risk

    Low

  • Morningstar Rating ★★★
Profile

Name of Issuer

Osterweis

Fund Style

Open

Fund Manager

Bradley Kane

Investment Style

Small Value

The investment seeks to preserve capital and attain long-term total returns. The fund invests primarily in income bearing securities. The Adviser seeks to control risk through rigorous credit analysis, economic analysis, interest rate forecasts and sector trend review, and is not constrained by any particular duration or credit quality targets. The fund may invest up to 100% of its net assets in dividend-paying equities of companies of any size - large, medium and small. Additionally, it may also invest up to 100% of its assets in foreign debt (including emerging markets) and/or depositary receipts.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA 1,500
Initial Purchase: AIP 5,000

Inception

8/30/2002

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