Osterweis Strategic Financials
| OSTIX Fund | USD 11.23 0.01 0.09% |
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 Strategic Fund Summary
Osterweis Strategic competes with Osterweis Emerging, Osterweis Strategic, Gabelli Equity, Greenspring Fund, and Growth Fund. The fund invests primarily in income bearing securities. Osterweis Capital Management, LLC takes a strategic approach and may invest in a wide array of fixed income securities of various credit qualities and maturities. The Adviser seeks to control risk through rigorous credit analysis, economic analysis, interest rate forecasts and sector trend review, and is not constrained by any particular duration or credit quality targets.Specialization | High Yield Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US7429354894 |
| Business Address | Professionally Managed Portfolios |
| Mutual Fund Family | Osterweis |
| Mutual Fund Category | High Yield Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 866 236 0050 |
| Currency | USD - US Dollar |
Osterweis Strategic Key Financial Ratios
Osterweis Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Osterweis Strategic's current stock value. Our valuation model uses many indicators to compare Osterweis Strategic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Osterweis Strategic competition to find correlations between indicators driving Osterweis Strategic's intrinsic value. More Info.Osterweis Strategic Income is number one fund in price to book among similar funds. It also is number one fund in price to sales among similar funds fabricating about 0.03 of Price To Sales per Price To Book. The ratio of Price To Book to Price To Sales for Osterweis Strategic Income is roughly 38.33 . 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 Strategic's earnings, one of the primary drivers of an investment's value.Osterweis Strategic Systematic Risk
Osterweis Strategic's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Osterweis Strategic 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 Strategic correlated with the market. If Beta is less than 0 Osterweis Strategic generally moves in the opposite direction as compared to the market. If Osterweis Strategic Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Osterweis Strategic is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Osterweis Strategic is generally in the same direction as the market. If Beta > 1 Osterweis Strategic moves generally in the same direction as, but more than the movement of the benchmark.
Osterweis Strategic November 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Osterweis Strategic help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Osterweis Strategic Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Osterweis Strategic Income 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 Strategic's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1095 | |||
| Information Ratio | (1.33) | |||
| Maximum Drawdown | 0.3601 | |||
| Value At Risk | (0.09) | |||
| Potential Upside | 0.1789 |
Other Information on Investing in Osterweis Mutual Fund
Osterweis Strategic 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 Strategic security.
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