OSTGX – Osterweis Opportunity Fund Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund invests primarily in the common stocks of companies that the Adviser believes should experience strong revenue growth and rising profits. The fund’s investments in any one sector may exceed 25% of its net assets. As of March 31, 2024, over 25% of the fund’s assets were invested in securities within the health care sector.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
OSTGX	Osterweis Opportunity Fund	No Load	Open			Nov 30, 2016	$344.01M	1.120%	Average	$5,000	−$37.86M

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