Mutual Funds

Osterweis Funds

Exchange Hours Website
9:30 - 15:59 ET www.osterweis.com/mutual_funds


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum1
Load
Type
Share
Class
Transaction
Fee
OSTERWEIS FUND OSTFX Stock USD 1,000,000 USD 5,000 N/A N.A. Yes
OSTERWEIS STRATEGIC INCOME FUND OSTIX Bond USD 1,000,000 USD 5,000 N/A N.A. Yes
OSTERWEIS STRATEGIC INVESTMENT FUND OSTVX Balanced USD 1,000,000 USD 5,000 N/A N.A. Yes
OSTERWEIS EMERGING OPPORTUNITY FUND OSTGX Equity USD 5,000,000 USD 5,000 N/A N.A. Yes
OSTERWEIS TOTAL RETURN FUND OSTRX Bond USD 5,000,000 USD 5,000 N/A N.A. Yes

Notes:

  1. Advisor minimums may be lower.