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 a closer substitute for your current allocation.
Cheapest Alternatives to OSTGX
OSTGX charges 1.17% annually. There are 102 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | OSTGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | OSTGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | OSTGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | OSTGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | OSTGX vs VISGX |
Best Risk-Adjusted Alternatives to OSTGX
OSTGX has a PortfoliosLab risk / return rank of 43. There are 84 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | OSTGX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | OSTGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | OSTGX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | OSTGX vs NEAGX | |
| Oberweis Micro Cap Fund | 92 | — | Dec 1995 | OSTGX vs OBMCX |
Top Performing OSTGX Alternatives (YTD)
OSTGX is at 24.20% YTD. There are 38 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 84.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 84.62% | — | Dec 2016 | OSTGX vs NESIX | |
| Needham Small Cap Growth Fund | 84.13% | — | May 2002 | OSTGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 64.46% | — | Dec 2016 | OSTGX vs NEAIX | |
| Needham Aggressive Growth Fund | 64.16% | — | Sep 2001 | OSTGX vs NEAGX | |
| Oberweis Micro Cap Fund | 52.27% | — | Dec 1995 | OSTGX vs OBMCX |
Lowest Volatility Alternatives to OSTGX
OSTGX has 21.64% 1-year volatility. There are 89 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.45% | — | Nov 1995 | OSTGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.35% | — | Jul 2011 | OSTGX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.24% | — | Jan 1997 | OSTGX vs ETEGX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.30% | — | Jul 1999 | OSTGX vs NBGIX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.30% | — | Sep 1997 | OSTGX vs ETMGX |
Lowest Drawdown Alternatives to OSTGX
OSTGX has a 1-year max drawdown of -13.61%. There are 89 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | OSTGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | OSTGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | OSTGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | OSTGX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | OSTGX vs RFIMX |
Other Mutual Funds from Osterweis
The 3 most viewed Osterweis mutual funds shown here include OSTIX, OSTFX, OSTVX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Osterweis Strategic Income Fund | High Yield Bonds | 87 | 1.67% | — | Aug 2002 | OSTGX vs OSTIX | |
| Osterweis Fund | Large Cap Blend Equities | 28 | 4.88% | — | Oct 1993 | OSTGX vs OSTFX | |
| Osterweis Growth & Income Fund | Diversified Portfolio | 36 | 4.01% | — | Aug 2010 | OSTGX vs OSTVX |
Often Compared With OSTGX
Investors most often compare OSTGX with GOOG, IWO, IWM. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare OSTGX with Any Fund or Stock
Compare OSTGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OSTGX with funds that move differently
Osterweis Emerging Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OSTGX.
Explore OSTGX Diversifiers