Osterweis

Statistics as of May 01, 2025

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Found total of 4 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return ▲3yr Return1yr ReturnTotal Assets6M Money Flow
Small Growth
Expense Ratio
1.12%
TTM Yield
0.0%
3yr Sharpe
0.03
YTD Return
-16.7%
3yr Return
15.2%
1yr Return
-6.7%
Total Assets
$299M
6M Money Flow
-$9M
Large Blend
Expense Ratio
0.96%
TTM Yield
0.2%
3yr Sharpe
0.19
YTD Return
-4.2%
3yr Return
23.6%
1yr Return
3.8%
Total Assets
$140M
6M Money Flow
-$9M
Moderate Allocation
Expense Ratio
0.92%
TTM Yield
2.5%
3yr Sharpe
0.08
YTD Return
-2.2%
3yr Return
16.9%
1yr Return
4.9%
Total Assets
$175M
6M Money Flow
-$7M
High Yield Bond
Expense Ratio
0.87%
TTM Yield
6.0%
3yr Sharpe
0.35
YTD Return
0.7%
3yr Return
19.7%
1yr Return
6.5%
Total Assets
$6B
6M Money Flow
-$52M