Osterweis Fund (OSTFX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OSTFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OSTFX
OSTFX charges 0.95% annually. There are 290 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | OSTFX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | OSTFX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | OSTFX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | OSTFX vs FLCPX | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | OSTFX vs BKTSX |
Best Risk-Adjusted Alternatives to OSTFX
OSTFX has a PortfoliosLab risk / return rank of 30. There are 317 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | OSTFX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | OSTFX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | OSTFX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | OSTFX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | OSTFX vs GTLOX |
Top Performing OSTFX Alternatives (YTD)
OSTFX is at 6.84% YTD. There are 341 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | OSTFX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | OSTFX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | OSTFX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | OSTFX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | OSTFX vs RESGX |
Lowest Volatility Alternatives to OSTFX
OSTFX has 11.74% 1-year volatility. There are 67 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | OSTFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | OSTFX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | OSTFX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | OSTFX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | OSTFX vs JEPIX |
Lowest Drawdown Alternatives to OSTFX
OSTFX has a 1-year max drawdown of -10.06%. There are 271 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | OSTFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | OSTFX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | OSTFX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | OSTFX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | OSTFX vs QUERX |
Other Mutual Funds from Osterweis
The 3 most viewed Osterweis mutual funds shown here include OSTIX, OSTGX, OSTVX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Osterweis Strategic Income Fund | High Yield Bonds | 89 | 2.10% | — | Aug 2002 | OSTFX vs OSTIX | |
| Osterweis Emerging Opportunity Fund | Small Cap Growth Equities | 60 | 26.45% | — | Nov 2016 | OSTFX vs OSTGX | |
| Osterweis Growth & Income Fund | Diversified Portfolio | 38 | 5.50% | — | Aug 2010 | OSTFX vs OSTVX |
Often Compared With OSTFX
Investors most often compare OSTFX with DHAMX, FNSTX, FGJEX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare OSTFX with Any Fund or Stock
Compare OSTFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OSTFX with funds that move differently
Osterweis Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OSTFX.
Explore OSTFX Diversifiers