Osterweis Emerging Financials
| OSTGX Fund | USD 18.89 0.13 0.68% |
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 Emerging Fund Summary
Osterweis Emerging competes with Franklin Natural, Ivy Natural, Guinness Atkinson, World Energy, and Dreyfus Natural. The fund invests primarily in the common stocks of companies that the Adviser believes should experience strong revenue growth and rising profits. The funds investments in any one sector may exceed 25 percent of its net assets. As of March 31, 2024, over 25 percent of the funds assets were invested in securities within the health care sector.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Professionally Managed Portfolios |
| Mutual Fund Family | Osterweis |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 866 236 0050 |
| Currency | USD - US Dollar |
Osterweis Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Osterweis Emerging's current stock value. Our valuation model uses many indicators to compare Osterweis Emerging value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Osterweis Emerging competition to find correlations between indicators driving Osterweis Emerging's intrinsic value. More Info.Osterweis Emerging Opportunity is number one fund in year to date return among similar funds. It also is number one fund in one year return among similar funds reporting about 1.38 of One Year Return per Year To Date Return. 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 Emerging's earnings, one of the primary drivers of an investment's value.Osterweis Emerging Systematic Risk
Osterweis Emerging's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Osterweis Emerging 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Osterweis Emerging correlated with the market. If Beta is less than 0 Osterweis Emerging generally moves in the opposite direction as compared to the market. If Osterweis Emerging Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Osterweis Emerging is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Osterweis Emerging is generally in the same direction as the market. If Beta > 1 Osterweis Emerging moves generally in the same direction as, but more than the movement of the benchmark.
Osterweis Emerging November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Osterweis Emerging help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Osterweis Emerging Opportunity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Osterweis Emerging Opportunity 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 Emerging's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.29 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 4.88 | |||
| Value At Risk | (1.84) | |||
| Potential Upside | 1.74 |
Other Information on Investing in Osterweis Mutual Fund
Osterweis Emerging 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 Emerging security.
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| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |