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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.

An unconventional high-yield offering.

Summary

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Osterweis Strategic Income is an unconventional high-yield offering with a broadly flexible mandate and a strong long-term risk-adjusted return profile; however, its slim team and focus on smaller issues detract from its appeal. The strategy earns a Morningstar Analyst Rating of Neutral.

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