Osterweis Strategic Income OSTIX
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From Barron’s, May 7, 2012 (Part 2)
… But Vanguard fears a great deal of collateral impact and wants a comprehensive regulatory review. Profile. Carl Kaufman of OSTIX , a go-anywhere multisector bond fund, still likes high-yield (68%), not the convertibles so much now, and is holding …
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Feature on Multisector OSTIX in Barron's
Carl Kaufman of OSTIX , a go-anywhere multisector bond fund, still likes high-yield (68%), not the convertibles so much now, and is holding …
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Mysterious Volatility of LSBDX
… in comparison to the 'safer' multi-sector funds FSICX, JSTIX, and OSTIX appears to be almost all overperformance. Year LSBDX PTTRX VFITX VBMFX FSICX JSTIX OSTIX 2011 3.76 4.16 9.79 7.56 4.64 2.24 4.06 2010 13.58 8.83 …
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Best Multisector funds
… Just a bit more volatile than DBLFX RNSIX - HY 32% (below investment grade). Just a bit more volatile than ADBLX. OSTIX -over 80% in HY according to M* but controls risk thru ST duration=2.2 years PIMIX - HY 10% , Gov 10%, Mortgage 91 …
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This is why you need managed bond fund (see March)
… 0.0 IVWIX -0.24 SGIIX 0.5 JNBSX 0.6 JPVTX 0.95 FPACX 0. 4 OAKBX 0.9 ICMBX 1.1 PRWCX 2.0 LSBDX 0.0 FSICX -0.2 OSTIX 0.4 BERIX 1.0 EXDAX 0.2 VWINX 0.5 DBLTX 0.45 DBLFX 0.0 PIMIX 1.0 TGLMX 0.8 PTTRX 0.0
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Retirement Income and Bond Meltdown
Funds like PTTAX, PONDX, DBLFX got hit hardest yesterday, while funds like OSTIX , VWEHX and JSTIX experienced smaller losses. What does that communicate to you about your bond fund holdings that you use for retirement income? dtconroe
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How Morningstar's Analysts Decide What Mutual Funds to Cover
… qualities led us to initiate coverage of The Cook & Bynum Fund COBYX last year and compelled us to cover Osterweis Strategic Income OSTIX for the past several years. Schneider Small Cap Value SCMVX and Thornburg Developing World THDAX are two …
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Avoiding Bond Market Woes Doesn't Come Without Trade-offs
… entirely, even though the bonds compose a large share of the U.S. bond market. (Carl Kaufman from Osterweis Strategic Income OSTIX recently quipped that Treasuries could be "the safest place to lose money.") That turned out to be …
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LSBDX High Volatility; Truth or Fiction?
… Over and over, and over again, folks are posting that LSBDX is very volatile, so, for safety choose the less volatile OSTIX , or FSICX, of PIMIX (PONDX), but is this a truth? When I started with LSBRX (5% allocation) in Feb. 2006, my FA put …
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OSTIX
I am thinking about adding this fund to my portoflio. What do you guys think of it? The other three funds that I have are : doubleline total return, doubline core fixed income and Fidelty GNMA fund. I have wellstrade btw. Thanks guys!