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Osterweis Strategic Income OSTIX

Analyst rating as of
NAV / 1-Day Return
11.56  /  0.00
Total Assets
5.6 Bil
Adj. Expense Ratio
0.880%
Expense Ratio
0.880%
Fee Level
Above Average
Longest Manager Tenure
19.16 years
Category
High Yield Bond
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
5,000
Status
Open
TTM Yield
4.07%
Effective Duration
2.28 years
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Morningstar’s Analysis

Will OSTIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A risk-aware high-yield offering with limited resources.

Associate Director

Summary

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Osterweis Strategic Income is a unique high-yield offering with a strong risk-adjusted return profile, particularly over the longer term. However, the experienced management team lacks support and the process, while differentiated, has yet to demonstrate an edge. The strategy earns a Morningstar Analyst Rating of Neutral.

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