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Osterweis Opportunity Fund: (MF: OSTGX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:05 PM ET

$16.55 USD

+0.12 (0.73%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.01 39
3 months 3.75 36
6 months 4.73 54
1 Year 11.89 64
3 Year 12.68 75
5 Year 0.60 95
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 0.26
5 Year 1.17
10 Year NA
Since Inception 13.77

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -14.87 8.49 5.01 3.37
2024 12.09 2.76 9.52 -2.93
2023 10.02 9.03 -7.77 12.05
2022 -17.93 -20.00 -0.71 2.77
2021 -0.64 8.65 -2.53 -1.20

Annual Return

2026202520242023202220212020201920182017
% Total Return 3.010.2622.4523.97-33.003.9583.2328.051.6326.44
% Total Return Rel to Index 1.73-17.95-2.56-2.27-14.79-24.7364.83-3.436.034.64
% Total Return Rel to Peer 1.65-12.453.060.97-13.30-18.1063.31-0.368.495.76
% Perf Quintile vs Peer* 2.005.000.003.005.005.001.004.001.002.00
% Dividends 0.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.390.140.000.003.682.120.780.812.03
Expense Ratio 0.001.101.101.101.101.101.131.221.270.00

* 1 = Top 20%, 5 = Bottom 20%