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Osterweis Strategic Income OSTIX Fund Analysis

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Morningstar’s Fund Analysis OSTIX

Will OSTIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A slim team with key-person risk.

Summary

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Osterweis Strategic Income is a unique high-yield offering with a wide-ranging mandate and a strong risk-adjusted return profile. However, it’s backed by a small team that courts significant key-person risk. The strategy earns a Morningstar Analyst Rating of Neutral.

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