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 Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
OSTERWEIS FUND OSTFX USD 5,000 USD 5,000 Stock N/A N.A. Yes
OSTERWEIS STRATEGIC INCOME FUND OSTIX USD 5,000 USD 5,000 Bond N/A N.A. Yes
OSTERWEIS STRATEGIC INVESTMENT FUND OSTVX USD 5,000 USD 5,000 Balanced N/A N.A. Yes
OSTERWEIS EMERGING OPPORTUNITY FUND OSTGX USD 5,000 USD 5,000 N/A N/A N.A. Yes
OSTERWEIS TOTAL RETURN FUND OSTRX USD 5,000 USD 5,000 N/A N/A N.A. Yes

Notes:

  1. Advisor minimums may be lower.