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OAZIX

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Analysis and statistics

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About

OAZIX.US refers to the Osterweis Strategic Income Fund Investor Shares. It is a mutual fund managed by Osterweis Capital Management that seeks to maximize total return, consisting of current income and capital appreciation. The fund primarily invests in a diversified portfolio of fixed-income securities, including corporate bonds, government securities, mortgage-backed securities, and asset-backed securities. The fund's investment strategy involves active management and a focus on identifying undervalued securities across various sectors and credit qualities. The fund may also invest in below-investment-grade securities (high-yield or "junk" bonds).
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Factors

The response should have at least three factors. Market Interest Rates: Higher rates can decrease bond values, lowering the fund's NAV. Lower rates often increase bond values, raising the NAV. Credit Quality of Holdings: Downgrades to bonds held in the fund can negatively impact the fund's price. Upgrades can improve it. Fund Expenses & Management: High expense ratios and poor management decisions can diminish returns, influencing the fund's attractiveness.

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