OSTVX : Osterweis Strategic Investment Investment

OSTVX is a Allocation Market All-In-One with HIGH fees.

OSTVX

Osterweis Strategic Investment Investment

FI Score

23 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

Similar Funds

We found 748 Allocation All-In-One funds. Here they are ordered by FI Score.

Compare OSTVX vs RNCOX

17% FI Score
  • rncox
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RiverNorth Core Opportunity Fund Class R

Expenses: 1.48% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OSTVX vs ETCMX

17% FI Score
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Eventide Multi-Asset Income Fund Class C

Expenses: 1.95% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OSTVX vs ICMBX

17% FI Score
  • icmbx
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Intrepid Capital Fund Investor Class

Expenses: 1.40% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OSTVX vs SUPCX

17% FI Score
  • supcx
  • Mutual Fund
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DWS Multi-Asset Growth Allocation Fund - Class C

Expenses: 1.44% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OSTVX vs QCBGX

17% FI Score
  • qcbgx
  • Mutual Fund
  • Allocation
  • All-In-One

Federated MDT Balanced Fund Class C Shares

Expenses: 2.06% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OSTVX vs BCMTX

17% FI Score
  • bcmtx
  • Mutual Fund
  • Allocation
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Sterling Capital Strategic Allocation Growth Fund Institutional Shares

Expenses: 1.09% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OSTVX vs IOCZX

17% FI Score
  • ioczx
  • Mutual Fund
  • Allocation
  • All-In-One

ICON Risk-Managed Balanced Fund Class S

Expenses: 1.20% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OSTVX vs PFJDX

16% FI Score
  • pfjdx
  • Mutual Fund
  • Allocation
  • All-In-One

PFG JP Morgan Tactical Moderate Strategy Fund Class R

Expenses: 2.06% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OSTVX vs WEBAX

16% FI Score
  • webax
  • Mutual Fund
  • Allocation
  • All-In-One

TETON Westwood Balanced Fund Class AAA

Expenses: 1.37% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OSTVX vs PUDBX

16% FI Score
  • pudbx
  • Mutual Fund
  • Allocation
  • All-In-One

PGIM Real Assets Fund- Class B

Expenses: 1.74% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OSTVX vs ASIDX

16% FI Score
  • asidx
  • Mutual Fund
  • Allocation
  • All-In-One

American Century Multi-Asset Real Return Fund A Class

Expenses: 1.14% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OSTVX vs AGICX

16% FI Score
  • agicx
  • Mutual Fund
  • Allocation
  • All-In-One

AB Tax-Managed All Market Income Portfolio Class C

Expenses: 1.74% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OSTVX vs MPYEX

15% FI Score
  • mpyex
  • Mutual Fund
  • Allocation
  • All-In-One

Meritage Yield-Focus Equity Fund Investor Shares

Expenses: 1.25% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OSTVX vs VHFIX

15% FI Score
  • vhfix
  • Mutual Fund
  • Allocation
  • All-In-One

Virtus Herzfeld Fund Class I

Expenses: 1.35% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OSTVX vs CANGX

15% FI Score
  • cangx
  • Mutual Fund
  • Allocation
  • All-In-One

CAN SLIM Select Growth Fund

Expenses: 1.39% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OSTVX vs PCAFX

15% FI Score
  • pcafx
  • Mutual Fund
  • Allocation
  • All-In-One

Prospector Capital Appreciation Fund

Expenses: 1.29% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OSTVX vs WEBCX

15% FI Score
  • webcx
  • Mutual Fund
  • Allocation
  • All-In-One

TETON Westwood Balanced Fund Class A

Expenses: 1.62% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OSTVX vs PDRFX

15% FI Score
  • pdrfx
  • Mutual Fund
  • Allocation
  • All-In-One

Putnam Dynamic Risk Allocation Fund Class C

Expenses: 1.90% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OSTVX vs TPDAX

15% FI Score
  • tpdax
  • Mutual Fund
  • Allocation
  • All-In-One

Timothy Plan Defensive Strategies Fund Class A

Expenses: 1.41% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OSTVX vs DWAFX

14% FI Score
  • dwafx
  • Mutual Fund
  • Allocation
  • All-In-One

Arrow DWA Balanced Fund Class A

Expenses: 1.72% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

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