Osterweis

Statistics as of Apr 02, 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 Return ▼3yr 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
17.7%
1yr Return
6.5%
Total Assets
$6B
6M Money Flow
$195M
Moderate Allocation
Expense Ratio
0.92%
TTM Yield
2.5%
3yr Sharpe
-0.06
YTD Return
-0.9%
3yr Return
12.0%
1yr Return
3.3%
Total Assets
$179M
6M Money Flow
-$6M
Large Blend
Expense Ratio
0.96%
TTM Yield
0.2%
3yr Sharpe
0.00
YTD Return
-2.6%
3yr Return
14.5%
1yr Return
1.2%
Total Assets
$144M
6M Money Flow
-$7M
Small Growth
Expense Ratio
1.12%
TTM Yield
0.0%
3yr Sharpe
-0.13
YTD Return
-12.6%
3yr Return
7.8%
1yr Return
-2.4%
Total Assets
$363M
6M Money Flow
$43M