Osterweis Growth & Income Fund (OSTVX) Alternatives
Osterweis Growth & Income Fund (OSTVX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OSTVX. 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 OSTVX
OSTVX charges 0.93% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among OSTVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | OSTVX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | OSTVX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | OSTVX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | OSTVX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | OSTVX vs FYMIX |
Best Risk-Adjusted Alternatives to OSTVX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | OSTVX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | OSTVX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | OSTVX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | OSTVX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | OSTVX vs PMAIX |
Top Performing OSTVX Alternatives (YTD)
OSTVX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | OSTVX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | OSTVX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | OSTVX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | OSTVX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | OSTVX vs CONWX |
Lowest Volatility Alternatives to OSTVX
OSTVX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | OSTVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | OSTVX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | OSTVX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | OSTVX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | OSTVX vs SICIX |
Lowest Drawdown Alternatives to OSTVX
OSTVX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | OSTVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | OSTVX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | OSTVX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | OSTVX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | OSTVX vs SICIX |
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 | OSTVX vs OSTIX | |
| Osterweis Emerging Opportunity Fund | Small Cap Growth Equities | 13 | -8.21% | Nov 30, 2016 | OSTVX vs OSTGX | |
| Osterweis Fund | Large Cap Blend Equities | 23 | -6.94% | Oct 1, 1993 | OSTVX vs OSTFX |
Often Compared With OSTVX
What investors most often compare with OSTVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Innovative Industrial Properties, Inc. | 40 | 10.03% | — | OSTVX vs IIPR | ||
| Fidelity Multi-Asset Index Fund | Diversified Portfolio | 63 | -3.78% | Jun 29, 1999 | OSTVX vs FFNOX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | OSTVX vs TPDAX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | OSTVX vs MAANX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | OSTVX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | OSTVX vs WWWEX |
Compare OSTVX with Any Fund or Stock
Compare OSTVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.