OSTGX : Osterweis Emerging Opportunity Fund

OSTGX is a US Stocks Market Small Growth with MODERATE fees.

OSTGX

Osterweis Emerging Opportunity Fund

FI Score

31 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

31% FI Score
  • ostgx
  • Mutual Fund
  • US Stocks
  • Small Growth

Osterweis Emerging Opportunity Fund

Expenses: 1.13% (Better than 1% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in the common stocks of companies that the Adviser believes may experience rapid revenue and earnings growth. Although the fund may invest in companies of any size, it will generally focus its investments in small-capitalization companies (with market capitalizations up to $3 billion) and mid-capitalization companies (with market capitalizations between $3 billion and $10 billion). The fund may invest up to 30% of its assets in equity securities of foreign issuers and/or depositary receipts that are traded on domestic or foreign exchanges.

Largest Holdings

Amount Holding
5.75% Five9 Inc
5.59% Inphi Corp
3.99% Avalara Inc
3.80% Meta Financial Group Inc
3.46% Livongo Health Inc
3.41% Insulet Corp
3.39% Alteryx Inc Class A
3.20% Axonics Modulation Technologies Inc
3.15% Planet Fitness Inc A
3.13% eHealth Inc
2.98% Bio-Techne Corp
2.67% Kratos Defense & Security Solutions Inc
2.62% Iovance Biotherapeutics Inc
2.54% Paylocity Holding Corp
2.53% Revance Therapeutics Inc
2.51% uniQure NV
2.46% Chegg Inc
2.34% Kornit Digital Ltd
2.32% Guardant Health Inc
2.29% Wingstop Inc
2.23% FirstService Corp
2.16% Inspire Medical Systems Inc
2.04% Enphase Energy Inc
2.00% Trex Co Inc
1.94% Smartsheet Inc Class A

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