Osterweis Strategic Income Fund (OSTIX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OSTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OSTIX
OSTIX charges 0.84% annually. There are 96 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | — | Dec 2008 | OSTIX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.12% | 25.80B | Nov 2001 | OSTIX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | OSTIX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.22% | 25.80B | Dec 1978 | OSTIX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | OSTIX vs CRDOX |
Best Risk-Adjusted Alternatives to OSTIX
OSTIX has a PortfoliosLab risk / return rank of 87. There are 47 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | — | Dec 2014 | OSTIX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | — | Mar 2019 | OSTIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | — | Sep 2010 | OSTIX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 96 | — | Jul 2014 | OSTIX vs CWFIX | |
| Penn Capital Short Duration High Income Fund | 96 | — | Jul 2017 | OSTIX vs PSHNX |
Top Performing OSTIX Alternatives (YTD)
OSTIX is at 1.67% YTD. There are 70 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 8.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Capital & Income Fund | 8.81% | — | Nov 1977 | OSTIX vs FAGIX | |
| Pioneer ILS Interval Fund | 8.39% | — | Dec 2014 | OSTIX vs XILSX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.99% | — | Oct 2018 | OSTIX vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.94% | — | Jul 1995 | OSTIX vs FAHCX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.76% | — | Jan 1987 | OSTIX vs FAHYX |
Lowest Volatility Alternatives to OSTIX
OSTIX has 1.70% 1-year volatility. There are 4 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund | 0.88% | — | Mar 2019 | OSTIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 0.88% | — | Sep 2010 | OSTIX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 1.51% | — | Jul 2014 | OSTIX vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.64% | — | Oct 2012 | OSTIX vs SCFIX | |
| MainStay MacKay Short Duration High Yield Fund | 1.82% | — | Dec 2012 | OSTIX vs MDHVX |
Lowest Drawdown Alternatives to OSTIX
OSTIX has a 1-year max drawdown of -1.42%. There are 16 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | OSTIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | OSTIX vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | OSTIX vs XILSX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | OSTIX vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | OSTIX vs SCFIX |
Other Mutual Funds from Osterweis
The 3 most viewed Osterweis mutual funds shown here include OSTGX, OSTFX, OSTVX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Osterweis Emerging Opportunity Fund | Small Cap Growth Equities | 44 | 23.49% | — | Nov 2016 | OSTIX vs OSTGX | |
| Osterweis Fund | Large Cap Blend Equities | 28 | 4.18% | — | Oct 1993 | OSTIX vs OSTFX | |
| Osterweis Growth & Income Fund | Diversified Portfolio | 35 | 3.61% | — | Aug 2010 | OSTIX vs OSTVX |
Often Compared With OSTIX
Investors most often compare OSTIX with VFSTX, FFHCX, DBLSX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare OSTIX with Any Fund or Stock
Compare OSTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OSTIX with funds that move differently
Osterweis Strategic Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OSTIX.
Explore OSTIX Diversifiers