OSTFX Mutual Fund (Osterweis Fund Investor Class) is managed by Osterweis Capital Management with $149.7M in net assets. OSTFX expense ratio is 0.96%, holding 40 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 1993-10-01.

OSTFX performance shows a YTD return of 5.58%. The 1-year return is 14.08% and the 5-year return is 6.00%. OSTFX dividend yield stands at 5.65%, paid annually.

OSTFX top holdings include Alphabet Inc. C (7.5%), Amazon.Com Inc (4.1%), Microsoft Corp (4.0%), Broadcom Inc (3.8%), Visa Inc Class A (3.7%). View all OSTFX holdings, sector breakdown, or dividend history.

OSTFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OSTFX alternatives are available via the screener, along with tax-loss harvesting opportunities.