| Exchange Hours | Website |
|---|---|
| 9:30 - 15:59 ET | www.osterweis.com/mutual_funds |
| Fund | Symbol | Investment Type |
Large Notify |
Initial Investment Minimum 1 |
Load Type |
Share Class |
Transaction Fee |
|---|---|---|---|---|---|---|---|
| OSTERWEIS FUND | OSTFX | Stock | USD 1,000,000 | USD 5,000 | N/A | N.A. | Yes |
| OSTERWEIS STRATEGIC INCOME FUND | OSTIX | Bond | USD 1,000,000 | USD 5,000 | N/A | N.A. | Yes |
| OSTERWEIS STRATEGIC INVESTMENT FUND | OSTVX | Balanced | USD 1,000,000 | USD 5,000 | N/A | N.A. | Yes |
| OSTERWEIS EMERGING OPPORTUNITY FUND | OSTGX | N/A | USD 5,000,000 | USD 5,000 | N/A | N.A. | Yes |
| OSTERWEIS TOTAL RETURN FUND | OSTRX | N/A | USD 5,000,000 | USD 5,000 | N/A | N.A. | Yes |
| OSTERWEIS SHORT DURATION CREDIT FUND | ZEOIX | N/A | USD 1,000,000 | USD 5,000 | N/A | N.A. | Yes |
Notes: