Osterweis

Statistics as of Apr 04, 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 Sharpe ▼YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
High Yield Bond
Expense Ratio
0.87%
TTM Yield
5.5%
3yr Sharpe
0.23
YTD Return
-0.7%
3yr Return
15.9%
1yr Return
4.9%
Total Assets
$6B
6M Money Flow
$195M
Large Blend
Expense Ratio
0.96%
TTM Yield
0.2%
3yr Sharpe
0.00
YTD Return
-10.4%
3yr Return
4.9%
1yr Return
-5.9%
Total Assets
$132M
6M Money Flow
-$7M
Moderate Allocation
Expense Ratio
0.92%
TTM Yield
2.7%
3yr Sharpe
-0.06
YTD Return
-6.3%
3yr Return
5.7%
1yr Return
-1.7%
Total Assets
$169M
6M Money Flow
-$6M
Small Growth
Expense Ratio
1.12%
TTM Yield
0.0%
3yr Sharpe
-0.13
YTD Return
-21.9%
3yr Return
-4.4%
1yr Return
-12.4%
Total Assets
$318M
6M Money Flow
$43M