Osterweis Fund Minimum Initial Investment vs. Five Year Return
Based on the measurements of profitability obtained from Osterweis Fund's financial statements, Osterweis Fund Investor may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Osterweis Fund's ability to earn profits and add value for shareholders.
Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in census.
Please note, there is a significant difference between Osterweis Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine if Osterweis Fund is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Osterweis Fund's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
For Osterweis Fund profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Osterweis Fund to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Osterweis Fund Investor utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Osterweis Fund's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Osterweis Fund Investor over time as well as its relative position and ranking within its peers.
Osterweis |
Osterweis Fund Investor Five Year Return vs. Minimum Initial Investment Fundamental Analysis
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. Osterweis Fund Investor is number one fund in minimum initial investment among similar funds. It also is number one fund in five year return among similar funds . The ratio of Minimum Initial Investment to Five Year Return for Osterweis Fund Investor is about 463.49 . 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 Five Year Return vs. Minimum Initial Investment
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Osterweis Fund |
| = | 5 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Osterweis Fund |
| = | 10.79 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Osterweis Five Year Return Comparison
Osterweis Fund is currently under evaluation in five year return among similar funds.
Osterweis Fund Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Osterweis Fund, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Osterweis Fund will eventually generate negative long term returns. The profitability progress is the general direction of Osterweis Fund's change in net profit over the period of time. It can combine multiple indicators of Osterweis Fund, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests primarily in common stocks of companies that the Adviser believes offer superior investment value and opportunity for growth. Osterweis Fund is traded on NASDAQ Exchange in the United States.
Osterweis Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Osterweis Fund. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Osterweis Fund position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Osterweis Fund's important profitability drivers and their relationship over time.
Use Osterweis Fund in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Osterweis Fund position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Osterweis Fund will appreciate offsetting losses from the drop in the long position's value.Osterweis Fund Pair Trading
Osterweis Fund Investor Pair Trading Analysis
The ability to find closely correlated positions to Osterweis Fund could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Osterweis Fund when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Osterweis Fund - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Osterweis Fund Investor to buy it.
The correlation of Osterweis Fund is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Osterweis Fund moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Osterweis Fund Investor moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Osterweis Fund can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Osterweis Fund position
In addition to having Osterweis Fund in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Petroleum and Natural Gas Thematic Idea Now
Petroleum and Natural Gas
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Petroleum and Natural Gas theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Petroleum and Natural Gas Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Osterweis Mutual Fund
To fully project Osterweis Fund's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Osterweis Fund Investor at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Osterweis Fund's income statement, its balance sheet, and the statement of cash flows.
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |