OSTIX (Osterweis Strat Income)
Net Asset Value: 11.55 1-Day Return: -0.02 (-0.17%) YTD Return as of 5/23/12:Up 2.98%

Classification: Multi-Sector Inc   Objective: Multi-Sector Inc   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

NAV Chart | Growth of $10,000
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Total Returns (As of 5/23/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 2.98 3.78 10.69 6.79NA
Classification 3.79 3.20 11.37 5.85 6.97
Index (S&P 500) 5.80 2.30 16.50 -0.70 3.90
% Rank in Class (1-best,100=worst)73416930NA

Fund Stats

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Investment Objective:Multi-Sector Inc
Net Assets ($Mil)2,293.70
Inception Date:8/30/02
Manager Name, TenureKaufman/Lee, 2002 / 2008
Expense Ratio: 0.96%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

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