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 CVY

28% FI Score
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Invesco Zacks Multi-Asset Income ETF

Expenses: 0.97% (Better than 0% of similar funds)

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

Compare OSTVX vs RPFCX

28% FI Score
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Davis Appreciation & Income Fund Class A

Expenses: 1.01% (Better than 0% of similar funds)

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

Compare OSTVX vs WSBFX

28% FI Score
  • wsbfx
  • Mutual Fund
  • Allocation
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Walden Balanced Fund

Expenses: 1.00% (Better than 0% of similar funds)

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

Compare OSTVX vs FDIV

28% FI Score
  • fdiv
  • ETF
  • Allocation
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First Trust Strategic Income ETF

Expenses: 0.87% (Better than 1% of similar funds)

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

Compare OSTVX vs DBOAX

28% FI Score
  • dboax
  • Mutual Fund
  • Allocation
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BNY Mellon Balanced Opportunity Fund - Class A

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 QIBGX

27% FI Score
  • qibgx
  • Mutual Fund
  • Allocation
  • All-In-One

Federated MDT Balanced Fund Institutional Shares

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 MGXBX

27% FI Score
  • mgxbx
  • Mutual Fund
  • Allocation
  • All-In-One

MainStay Growth Allocation Fund Class B

Expenses: 1.30% (Better than 0% of similar funds)

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

Compare OSTVX vs DFBAX

27% FI Score
  • dfbax
  • Mutual Fund
  • Allocation
  • All-In-One

Delaware Strategic Allocation Class A

Expenses: 1.16% (Better than 0% of similar funds)

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

Compare OSTVX vs ABPAX

27% FI Score
  • abpax
  • Mutual Fund
  • Allocation
  • All-In-One

AB Conservative Wealth Strategy Class A

Expenses: 1.05% (Better than 0% of similar funds)

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

Compare OSTVX vs ASTAX

27% FI Score
  • astax
  • Mutual Fund
  • Allocation
  • All-In-One

American Century Strategic Allocation: Aggressive Fund C Class

Expenses: 2.26% (Better than 0% of similar funds)

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

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