Exchange Hours | Website |
---|---|
9:30 - 15:59 ET | www.osterweis.com/mutual_funds |
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 |
OSTERWEIS SHORT DURATION CREDIT FUND | ZEOIX | USD 5,000 | USD 0 | N/A | N/A | N.A. | Yes |
Notes: