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 103 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% | 47.00B | May 2000 | OSTGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | 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 44. There are 77 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | OSTGX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | OSTGX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | OSTGX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | OSTGX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | OSTGX vs NESGX |
Top Performing OSTGX Alternatives (YTD)
OSTGX is at 20.19% YTD. There are 34 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | OSTGX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | OSTGX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | OSTGX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | OSTGX vs NEAIX | |
| Needham Aggressive Growth Fund | 31.89% | — | Sep 2001 | OSTGX vs NEAGX |
Lowest Volatility Alternatives to OSTGX
OSTGX has 22.24% 1-year volatility. There are 92 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | OSTGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | OSTGX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | OSTGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | OSTGX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | OSTGX vs ETEGX |
Lowest Drawdown Alternatives to OSTGX
OSTGX has a 1-year max drawdown of -13.61%. There are 78 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 Fund | -8.60% | — | Nov 1995 | OSTGX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | OSTGX vs SGPIX |
Other Mutual Funds from Osterweis
The 3 most viewed Osterweis mutual funds shown here include OSTIX, OSTVX, OSTFX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Osterweis Strategic Income Fund | High Yield Bonds | 85 | 1.61% | — | Aug 2002 | OSTGX vs OSTIX | |
| Osterweis Growth & Income Fund | Diversified Portfolio | 40 | 5.33% | — | Aug 2010 | OSTGX vs OSTVX | |
| Osterweis Fund | Large Cap Blend Equities | 28 | 6.14% | — | Oct 1993 | OSTGX vs OSTFX |
Often Compared With OSTGX
Investors most often compare OSTGX with GOOG, IWM, IWO. 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