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OSTFX
Mutual Fund ticker: NASDAQ
AS OF
Sep 26 closing price
Price
$20.22
Change
+$0.14 (+0.70%)
Net Assets
153.09M

OSTFX Osterweis Forecast, Technical & Fundamental Analysis

The investment seeks long-term total returns... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), VISA (NYSE:V), Adobe (NASDAQ:ADBE), Boston Scientific Corp (NYSE:BSX), Target Corp (NYSE:TGT).

Industry description

The investment seeks long-term total returns. The fund invests primarily in common stocks of quality growth companies that Osterweis Capital Management, Inc. (the “Adviser”) believes offer superior investment value and opportunity for growth. It may invest in companies of any size - large, medium and small. The Adviser focuses on companies that the adviser believes to be undervalued or otherwise out-of-favor in the market, but that have sustainable competitive advantages.

Market Cap

The average market capitalization across the Osterweis MF is 1.03T. The market cap for tickers in the group ranges from 39.18B to 3.8T. MSFT holds the highest valuation in this group at 3.8T. The lowest valued company is SYY at 39.18B.

Volume

The average weekly volume growth across all stocks in the Osterweis MF was -58%. For the same stocks of the MF, the average monthly volume growth was 36% and the average quarterly volume growth was -23%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 63
P/E Growth Rating: 54
Price Growth Rating: 46
SMR Rating: 34
Profit Risk Rating: 42
Seasonality Score: -48 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Professionally Managed Portfolios615 EAST MICHIGAN STREETMilwaukee
Phone
N/A
Web
N/A
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OSTFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OSTFX has been loosely correlated with VTSAX. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is some statistical probability that if OSTFX jumps, then VTSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OSTFX
1D Price
Change %
OSTFX100%
+0.70%
VTSAX - OSTFX
66%
Loosely correlated
+0.63%
VTSMX - OSTFX
66%
Loosely correlated
+0.63%
VSTSX - OSTFX
66%
Loosely correlated
+0.63%
VITSX - OSTFX
66%
Loosely correlated
+0.63%
VFFSX - OSTFX
49%
Loosely correlated
+0.59%
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