Address And Details
|One Maritime Plaza, Ste 800 , San Francisco, CA 94111|
|Fund Manager||Team Managed|
Strategy And Objective
The Osterweis Strategic Income Fund (the Fund ) seeks to preserve capital and attain long-term total returns through a combination of current income and moderate capital appreciation. The Fund invests primarily in income bearing securities. Osterweis Capital Management, LLC (the Adviser ) takes a strategic approach and may invest in a wide array of fixed income securities of various credit qualities (e.g., investment grade or non-investment grade) and maturities (e.g., long term, intermediate or short term). The Adviser seeks to control risk through rigorous credit analysis, economic analysis, interest rate forecasts and sector trend review, and is not constrained by any particular duration or credit quality targets. The Fund s fixed income investments may include, but are not limited to, U.S. Federal and Agency obligations, investment grade corporate debt, domestic high yield debt or junk bonds (higher-risk, lower-rated fixed income securities such as those rated lower than BBB- by S&P or lower than Baa3 by Moody s), floating-rate debt, convertible debt, collateralized debt, municipal debt, foreign debt (including in emerging markets) and/or depositary receipts, commercial paper and preferred stock.
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||5.68 B|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1500|
|Timeframe||Average Annual Current Performance Monthly As Of 12/31/2021||Average Annual Current Performance Quarterly As Of 12/31/2021||Avg Annual Current Performance Monthly As Of 12/31/2021||Avg Annual Current Performance Quarterly As Of 12/31/2021|
|Life Of Fund||
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