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 a closer substitute for your current allocation.
Cheapest Alternatives to OSTVX
OSTVX charges 0.93% annually. There are 381 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | OSTVX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | OSTVX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | OSTVX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | OSTVX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | OSTVX vs BWBIX |
Best Risk-Adjusted Alternatives to OSTVX
OSTVX has a PortfoliosLab risk / return rank of 38. There are 436 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | OSTVX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | OSTVX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | OSTVX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | OSTVX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | OSTVX vs AOBLX |
Top Performing OSTVX Alternatives (YTD)
OSTVX is at 5.50% YTD. There are 358 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | OSTVX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | OSTVX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | OSTVX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | OSTVX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | OSTVX vs TIBIX |
Lowest Volatility Alternatives to OSTVX
OSTVX has 7.81% 1-year volatility. There are 204 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | OSTVX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | OSTVX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | OSTVX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | OSTVX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | OSTVX vs CSTAX |
Lowest Drawdown Alternatives to OSTVX
OSTVX has a 1-year max drawdown of -6.55%. There are 302 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | OSTVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | OSTVX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | OSTVX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | OSTVX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | OSTVX vs CSTAX |
Other Mutual Funds from Osterweis
The 3 most viewed Osterweis mutual funds shown here include OSTIX, OSTGX, OSTFX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Osterweis Strategic Income Fund | High Yield Bonds | 89 | 2.10% | — | Aug 2002 | OSTVX vs OSTIX | |
| Osterweis Emerging Opportunity Fund | Small Cap Growth Equities | 60 | 26.45% | — | Nov 2016 | OSTVX vs OSTGX | |
| Osterweis Fund | Large Cap Blend Equities | 30 | 6.84% | — | Oct 1993 | OSTVX vs OSTFX |
Often Compared With OSTVX
Investors most often compare OSTVX with IIPR, FFNOX, CONWX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare OSTVX with Any Fund or Stock
Compare OSTVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OSTVX with funds that move differently
Osterweis Growth & Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OSTVX.
Explore OSTVX Diversifiers