Osterweis

Statistics as of May 27, 2025

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Found total of 4 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.00%
TTM Yield
0.2%
3yr Sharpe
0.19
YTD Return
0.4%
3yr Return
29.8%
1yr Return
4.5%
Total Assets
$147M
6M Money Flow
-$9M
Small Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.03
YTD Return
-11.8%
3yr Return
26.3%
1yr Return
-6.3%
Total Assets
$304M
6M Money Flow
-$9M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.5%
3yr Sharpe
0.08
YTD Return
1.1%
3yr Return
20.1%
1yr Return
5.5%
Total Assets
$182M
6M Money Flow
-$7M
High Yield Bond
Expense Ratio
0.00%
TTM Yield
6.4%
3yr Sharpe
0.35
YTD Return
1.8%
3yr Return
22.1%
1yr Return
6.8%
Total Assets
$6B
6M Money Flow
-$52M