Osterweis Fund (OSTFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to OSTFX
OSTFX charges 0.95% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among OSTFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | OSTFX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | OSTFX vs SSSYX |
Best Risk-Adjusted Alternatives to OSTFX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | OSTFX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | OSTFX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | OSTFX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | OSTFX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | OSTFX vs DHAMX |
Top Performing OSTFX Alternatives (YTD)
OSTFX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | OSTFX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | OSTFX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | OSTFX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | OSTFX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | OSTFX vs RCKSX |
Lowest Volatility Alternatives to OSTFX
OSTFX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | OSTFX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | OSTFX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | OSTFX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | OSTFX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | OSTFX vs QUERX |
Lowest Drawdown Alternatives to OSTFX
OSTFX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | OSTFX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | OSTFX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | OSTFX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | OSTFX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | OSTFX vs GQEIX |
Other Mutual Funds from Osterweis
Most popular Osterweis mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Osterweis Strategic Income Fund | High Yield Bonds | 89 | -0.71% | Aug 30, 2002 | OSTFX vs OSTIX | |
| Osterweis Emerging Opportunity Fund | Small Cap Growth Equities | 13 | -8.21% | Nov 30, 2016 | OSTFX vs OSTGX | |
| Osterweis Growth & Income Fund | Diversified Portfolio | 34 | -4.30% | Aug 30, 2010 | OSTFX vs OSTVX |
Compare OSTFX with Any Fund or Stock
Compare OSTFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.