Nasdaq - Delayed Quote USD
Osterweis Opportunity Fund (OSTGX)
13.75
-0.69
(-4.78%)
As of 8:06:55 AM EDT. Market Open.
Fund Summary
The fund invests primarily in the common stocks of companies that the Adviser believes should experience strong revenue growth and rising profits. The fund’s investments in any one sector may exceed 25% of its net assets. As of March 31, 2024, over 25% of the fund’s assets were invested in securities within the health care sector.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 83.24% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -16.44% |
| 5y Average Return | 11.93% |
| Rank in Category (ytd) | 89 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| OSTGX | Category Average | OSTGX | Category Average | OSTGX | Category Average | |
| Alpha | -6.72 | -0.02 | -5.1 | 0.01 | -- | -0.02 |
| BETA | 1.09 | 0.01 | 1.15 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.33 | 0.02 | 1.32 | 0.02 | -- | 0.01 |
| R-squared | 79.47 | 0.78 | 65.9 | 0.73 | -- | 0.73 |
| Standard Deviation | 21.07 | 0.26 | 23.91 | 0.21 | -- | 0.19 |
| Sharpe Ratio | -0.03 | 0.01 | 0.54 | 0.01 | -- | 0.01 |
| Treynor Ratio | -2.58 | 0.15 | 9.65 | 0.17 | -- | 0.11 |
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