|Fact Sheet||June 2021|
|Third Quarter Equity Outlook||July 2021|
Equities continued to rally in the second quarter, but the market remains undecided about whether the recent uptick in inflation is more likely to be transitory or persistent.
|Shareholder Letter||July 2021|
|Summary Prospectus||June 2021|
|Statutory Prospectus||June 2021|
|Statement of Additional Information||June 2021|
|Semi-Annual Report - Osterweis Funds||September 2020|
|Annual Report - Osterweis Funds||March 2021|
Open an Account
After reading the prospectus, please click on the links below to download an application.
Applications & Forms
|Application - Regular Account|
Regular/Taxable accounts for Individuals, Joint or Gifts to Minors.
|Entity Application - Regular Account|
Regular/Taxable accounts for entities such as C Corporations, Partnerships, Limited Liability Companies, etc.
|Application - IRA Account|
Regular, Roth, SEP, SIMPLE, Transfer or Rollover IRA account. Please read the IRA Disclosure Statement & Custodial Agreement.
|IRA or CESA Transfer Form|
Transfer an existing IRA to the Osterweis Funds.
|Beneficiary Change Form|
Change your beneficiaries for Traditional, Roth, SEP and SIMPLE IRA’s.
|RMD Rollover Form|
2020 RMD Rollover Form
The Osterweis Funds are available by prospectus only. The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other important information about the Funds. You may obtain a summary or statutory prospectus by calling toll free at (866) 236-0050, or by visiting www.osterweis.com/statpro. Please read the prospectus carefully before investing to ensure the Fund is appropriate for your goals and risk tolerance.
Mutual fund investing involves risk. Principal loss is possible.
The Osterweis Fund may invest in medium and smaller sized companies, which involve additional risks such as limited liquidity and greater volatility. The Fund may invest in foreign and emerging market securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks may increase for emerging markets. The Fund may invest in Master Limited Partnerships, which involve risk related to energy prices, demand and changes in tax code. The Fund may invest in debt securities that are un-rated or rated below investment grade. Lower-rated securities may present an increased possibility of default, price volatility or illiquidity compared to higher-rated securities. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities.
While the fund is no-load, management fees and other expenses still apply. Please refer to the prospectus for more information.
Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC.