Osterweis Strategic Income Fund (OSTIX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to OSTIX

OSTIX charges 0.84% annually. Among mutual funds in the High Yield Bonds category, these options have the lowest expense ratios among OSTIX alternatives.

Symbol	Name	Expense Ratio	Inception
FHYSX	Federated Hermes High-Yield Strategy Portfolio	0.02%	Dec 24, 2008	OSTIX vs FHYSX
VWEAX	Vanguard High-Yield Corporate Fund Admiral Shares	0.13%	Nov 12, 2001	OSTIX vs VWEAX
PIAMX	PIA High Yield (MACS) Fund	0.20%	Dec 26, 2017	OSTIX vs PIAMX
VWEHX	Vanguard High-Yield Corporate Fund Investor Shares	0.23%	Dec 27, 1978	OSTIX vs VWEHX
CRDOX	Six Circles Credit Opportunities Fund	0.29%	Nov 22, 2020	OSTIX vs CRDOX

Best Risk-Adjusted Alternatives to OSTIX

Among mutual funds in the High Yield Bonds 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
XILSX	Pioneer ILS Interval Fund	100	Dec 16, 2014	OSTIX vs XILSX
CCLFX	Cliffwater Corporate Lending Fund	100	Mar 6, 2019	OSTIX vs CCLFX
RPHIX	RiverPark Short Term High Yield Fund	100	Sep 30, 2010	OSTIX vs RPHIX
PRFRX	T. Rowe Price Floating Rate Fund	99	Jul 29, 2011	OSTIX vs PRFRX
PRCPX	T. Rowe Price Credit Opportunities Fund	98	Apr 29, 2014	OSTIX vs PRCPX

Top Performing OSTIX Alternatives (YTD)

OSTIX alternatives from the High Yield Bonds category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
FOCIX	Fairholme Focused Income Fund	6.93%	Dec 31, 2009	OSTIX vs FOCIX
XILSX	Pioneer ILS Interval Fund	5.18%	Dec 16, 2014	OSTIX vs XILSX
RPHIX	RiverPark Short Term High Yield Fund	1.02%	Sep 30, 2010	OSTIX vs RPHIX
CCLFX	Cliffwater Corporate Lending Fund	0.96%	Mar 6, 2019	OSTIX vs CCLFX
FQTIX	Franklin Templeton SMACS: Series I	0.52%	Jun 3, 2019	OSTIX vs FQTIX

Lowest Volatility Alternatives to OSTIX

OSTIX alternatives from the High Yield Bonds category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
RPHIX	RiverPark Short Term High Yield Fund	0.97%	Sep 30, 2010	OSTIX vs RPHIX
CCLFX	Cliffwater Corporate Lending Fund	0.97%	Mar 6, 2019	OSTIX vs CCLFX
CWFIX	Chartwell Short Duration High Yield Fund	1.71%	Jul 15, 2014	OSTIX vs CWFIX
CPMPX	Changing Parameters Fund	1.90%	Oct 2, 2006	OSTIX vs CPMPX
SCFIX	Shenkman Capital Short Duration High Income Fund	1.96%	Oct 31, 2012	OSTIX vs SCFIX

Lowest Drawdown Alternatives to OSTIX

OSTIX alternatives from the High Yield Bonds category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
XILSX	Pioneer ILS Interval Fund	-0.21%	Dec 16, 2014	OSTIX vs XILSX
RPHIX	RiverPark Short Term High Yield Fund	-0.41%	Sep 30, 2010	OSTIX vs RPHIX
CCLFX	Cliffwater Corporate Lending Fund	-0.46%	Mar 6, 2019	OSTIX vs CCLFX
THHYX	Toews Tactical Income Fund	-1.12%	Jun 4, 2010	OSTIX vs THHYX
CPMPX	Changing Parameters Fund	-1.31%	Oct 2, 2006	OSTIX vs CPMPX

Other Mutual Funds from Osterweis

Most popular Osterweis mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
OSTGX	Osterweis Emerging Opportunity Fund	Small Cap Growth Equities	13	-8.21%	Nov 30, 2016	OSTIX vs OSTGX
OSTFX	Osterweis Fund	Large Cap Blend Equities	23	-6.94%	Oct 1, 1993	OSTIX vs OSTFX
OSTVX	Osterweis Growth & Income Fund	Diversified Portfolio	34	-4.30%	Aug 30, 2010	OSTIX vs OSTVX

Often Compared With OSTIX

What investors most often compare with OSTIX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VFSTX	Vanguard Short-Term Investment-Grade Fund Investor...	Total Bond Market	93	-0.40%	Oct 29, 1982	OSTIX vs VFSTX
FFHCX	Fidelity Series Floating Rate High Income Fund	High Yield Bonds	89	-0.54%	Oct 20, 2011	OSTIX vs FFHCX
DBLSX	DoubleLine Low Duration Bond Fund	Short-Term Bond	99	0.36%	Sep 30, 2011	OSTIX vs DBLSX
FADMX	Fidelity Strategic Income Fund	Total Bond Market	93	-0.89%	Oct 31, 1994	OSTIX vs FADMX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	46	-6.75%	Nov 13, 2000	OSTIX vs VTSAX
FITLX	Fidelity US Sustainability Index Fund	Large Cap Blend Equities	51	-8.73%	May 9, 2017	OSTIX vs FITLX
FAGIX	Fidelity Capital & Income Fund	High Yield Bonds	91	-0.85%	Nov 1, 1977	OSTIX vs FAGIX
VDIGX	Vanguard Dividend Growth Fund	Large Cap Blend Equities, Dividend	10	-6.99%	May 15, 1992	OSTIX vs VDIGX
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond E...	Ultrashort Bond	96	0.36%	Jun 22, 2022	OSTIX vs AGRH
SJNK	SPDR Bloomberg Barclays Short Term High Yield Bond...	High Yield Bonds	78	-0.23%	Mar 15, 2012	OSTIX vs SJNK
CRDBX	Conquer Risk Defensive Bull Fund	Tactical Allocation	92	-2.90%	Jun 30, 2020	OSTIX vs CRDBX
LBNDX	Lord Abbett Bond Debenture Fund	Multisector Bonds	69	-1.89%	Mar 31, 1971	OSTIX vs LBNDX
LUBYX	Lord Abbett Ultra Short Bond Fund	Ultrashort Bond	99	0.40%	Oct 17, 2016	OSTIX vs LUBYX
ARBNX	The Arbitrage Fund Class Institutional	Event Driven	97	0.57%	Oct 17, 2003	OSTIX vs ARBNX
RSIIX	RiverPark Strategic Income Fund	High Yield Bonds	96	0.36%	Sep 30, 2013	OSTIX vs RSIIX
HYSZX	PGIM Short Duration High Yield Income Fund	High Yield Bonds	89	-1.05%	Oct 26, 2012	OSTIX vs HYSZX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	OSTIX vs VOO
CBLDX	CrossingBridge Low Duration High Yield Fund	Multisector Bonds	98	0.46%	Jan 30, 2018	OSTIX vs CBLDX
JBBB	Janus Henderson B-BBB CLO ETF	CLO	49	-0.81%	Jan 11, 2022	OSTIX vs JBBB
HICOX	Colorado Bond Shares A Tax Exempt Fund	Municipal Bonds	71	0.39%	Jun 3, 1987	OSTIX vs HICOX

Compare OSTIX with Any Fund or Stock

Compare OSTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Osterweis Strategic Income Fund

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