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 PABBX

39% FI Score
  • pabbx
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Putnam Dynamic Asset Allocation Balanced Fund Class B

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

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

Compare OSTVX vs PAECX

39% FI Score
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Putnam Dynamic Asset Allocation Growth Fund Class C

Expenses: 1.81% (Better than 0% of similar funds)

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

Compare OSTVX vs GSBCX

38% FI Score
  • gsbcx
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Goldman Sachs Income Builder Fund Class C

Expenses: 1.70% (Better than 0% of similar funds)

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

Compare OSTVX vs TWSMX

38% FI Score
  • twsmx
  • Mutual Fund
  • Allocation
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American Century Strategic Allocation: Moderate Fund Investor Class

Expenses: 1.06% (Better than 0% of similar funds)

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

Compare OSTVX vs BMGTX

38% FI Score
  • bmgtx
  • Mutual Fund
  • Allocation
  • All-In-One

Sterling Capital Diversified Income Fund Institutional Shares

Expenses: 0.54% (Better than 1% of similar funds)

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

Compare OSTVX vs WDIAX

38% FI Score
  • wdiax
  • Mutual Fund
  • Allocation
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Wilmington Diversified Income Fund Class A

Expenses: 0.60% (Better than 1% of similar funds)

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

Compare OSTVX vs PCGAX

38% FI Score
  • pcgax
  • Mutual Fund
  • Allocation
  • All-In-One

PGIM Income Builder Fund-Class A

Expenses: 0.85% (Better than 1% of similar funds)

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

Compare OSTVX vs SPDAX

38% FI Score
  • spdax
  • Mutual Fund
  • Allocation
  • All-In-One

DWS Multi-Asset Conservative Allocation Fund - Class A

Expenses: 0.66% (Better than 1% of similar funds)

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

Compare OSTVX vs HAFAX

38% FI Score
  • hafax
  • Mutual Fund
  • Allocation
  • All-In-One

Hartford AARP Balanced Retirement Fund Class A

Expenses: 0.71% (Better than 1% of similar funds)

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

Compare OSTVX vs LOWIX

37% FI Score
  • lowix
  • Mutual Fund
  • Allocation
  • All-In-One

Ladenburg Growth & Income Fund Class I

Expenses: 0.75% (Better than 1% of similar funds)

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

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