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
Minimum 1
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 N/A USD 5,000,000 USD 5,000 N/A N.A. Yes
OSTERWEIS TOTAL RETURN FUND OSTRX N/A USD 5,000,000 USD 5,000 N/A N.A. Yes
OSTERWEIS SHORT DURATION CREDIT FUND ZEOIX N/A USD 1,000,000 USD 5,000 N/A N.A. Yes

Notes:

  1. Advisor minimums may be lower.

The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options".

Your capital is at risk and your losses may exceed the value of your original investment.

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