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Osterweis Strategic Income OSTIX

Analyst rating as of
NAV / 1-Day Return
10.49  /  0.00
Total Assets
4.7 Bil
Adj. Expense Ratio
Expense Ratio
0.840%
Distribution Fee Level
Above Average
Share Class Type
No Load
Category
High Yield Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
5,000
Status
Open
TTM Yield
4.57%
Effective Duration
2.92 years

Morningstar’s 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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