Osterweis Opportunity FundOSTGX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$287.4M
Expense ratio
1.12%
1-year return
+13.3%
3 years, a year
+10.0%
5 years, a year
+0.5%
Holdings
43
What it aims to do.
The Osterweis Opportunity Fund (the Fund) seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Federated Hermes US Treasury C | 9.51% |
| LTH Life Time Group Holdings Inc | 3.67% |
| AX Axos Financial Inc | 3.65% |
| GH Guardant Health Inc | 3.61% |
| VSEC VSE Corp | 3.37% |
| VCEL Vericel Corp | 3.36% |
| CECO CECO Environmental Corp | 3.35% |
| Fabrinet | 3.19% |
| NOVT Novanta Inc | 3.12% |
| CWST Casella Waste Systems Inc | 3.08% |
More on OSTGX.
- OSTGX overview
- OSTGX holdings
- OSTGX risk
- OSTGX costs
- OSTGX money in and out
- OSTGX share classes
- Compare OSTGX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.