Skip to Content

Osterweis Strategic Income OSTIX

Analyst rating as of
NAV / 1-Day Return
10.72  /  0.09 %
Total Assets
5.1 Bil
Adj. Expense Ratio
0.840%
Expense Ratio
0.840%
Fee Level
Above Average
Longest Manager Tenure
19.95 years
Category
High Yield Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
5,000
Status
Open
TTM Yield
4.48%
Effective Duration
2.97 years

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

| |

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.

Unlock our full analysis with Morningstar Investor