Osterweis Fund Financials
| OSTFX Fund | USD 21.53 0.11 0.51% |
Osterweis |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Osterweis Fund Fund Summary
Osterweis Fund competes with Osterweis Strategic, Osterweis Strategic, Gabelli Equity, Fidelity Series, and Vanguard Total. The fund invests primarily in common stocks of quality growth companies that Osterweis Capital Management, Inc. 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.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US7429354068 |
| Business Address | Professionally Managed Portfolios |
| Mutual Fund Family | Osterweis |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 866 236 0050 |
| Currency | USD - US Dollar |
Osterweis Fund Key Financial Ratios
Osterweis Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Osterweis Fund's current stock value. Our valuation model uses many indicators to compare Osterweis Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Osterweis Fund competition to find correlations between indicators driving Osterweis Fund's intrinsic value. More Info.Osterweis Fund Investor is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Osterweis Fund Investor is roughly 6.79 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Osterweis Fund's earnings, one of the primary drivers of an investment's value.Osterweis Fund Investor Systematic Risk
Osterweis Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Osterweis Fund volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Osterweis Fund Investor correlated with the market. If Beta is less than 0 Osterweis Fund generally moves in the opposite direction as compared to the market. If Osterweis Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Osterweis Fund Investor is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Osterweis Fund is generally in the same direction as the market. If Beta > 1 Osterweis Fund moves generally in the same direction as, but more than the movement of the benchmark.
Osterweis Fund November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Osterweis Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Osterweis Fund Investor. We use our internally-developed statistical techniques to arrive at the intrinsic value of Osterweis Fund Investor based on widely used predictive technical indicators. In general, we focus on analyzing Osterweis Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Osterweis Fund's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8249 | |||
| Information Ratio | (0.15) | |||
| Maximum Drawdown | 4.01 | |||
| Value At Risk | (1.51) | |||
| Potential Upside | 1.02 |
Other Information on Investing in Osterweis Mutual Fund
Osterweis Fund financial ratios help investors to determine whether Osterweis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Osterweis with respect to the benefits of owning Osterweis Fund security.
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