Osterweis Emerging Opportunity Fund (OSTGX) Alternatives
Osterweis Emerging Opportunity Fund (OSTGX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OSTGX. 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 OSTGX
OSTGX charges 1.17% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among OSTGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | OSTGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | OSTGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | OSTGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | OSTGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | OSTGX vs VISGX |
Best Risk-Adjusted Alternatives to OSTGX
Among mutual funds in the Small Cap Growth 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | OSTGX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | OSTGX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | OSTGX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | OSTGX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | OSTGX vs HRSMX |
Top Performing OSTGX Alternatives (YTD)
OSTGX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | OSTGX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | OSTGX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | OSTGX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | OSTGX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | OSTGX vs OBMCX |
Lowest Volatility Alternatives to OSTGX
OSTGX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | OSTGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | OSTGX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | OSTGX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | OSTGX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | OSTGX vs ETEGX |
Lowest Drawdown Alternatives to OSTGX
OSTGX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | OSTGX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | OSTGX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | OSTGX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | OSTGX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | OSTGX vs CTSIX |
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 | OSTGX vs OSTIX | |
| Osterweis Fund | Large Cap Blend Equities | 23 | -6.94% | Oct 1, 1993 | OSTGX vs OSTFX | |
| Osterweis Growth & Income Fund | Diversified Portfolio | 34 | -4.30% | Aug 30, 2010 | OSTGX vs OSTVX |
Often Compared With OSTGX
What investors most often compare with OSTGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Alphabet Inc | 95 | -8.52% | — | OSTGX vs GOOG | ||
| iShares Russell 2000 ETF | Small Cap Blend Equities | 69 | 0.93% | May 22, 2000 | OSTGX vs IWM | |
| iShares Russell 2000 Growth ETF | Small Cap Growth Equities | 57 | -2.82% | Jul 24, 2000 | OSTGX vs IWO | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | OSTGX vs PNSAX | |
| Federated Hermes MDT Small Cap Growth Fund | Small Cap Growth Equities | 46 | -7.16% | Sep 15, 2005 | OSTGX vs QISGX |
Compare OSTGX with Any Fund or Stock
Compare OSTGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.