Expense Ratio History

Professionally Managed Portfolios fund fees

34 Professionally Managed Portfolios funds, cheapest first. Each page shows the fee's history, every share class and its sources.

FundFeeTypeLast change
CAFXCongress Intermediate Bond ETF 0.35% ETF None recorded
CAMLCongress Large Cap Growth ETF 0.65% ETF 0.66% to 0.65%, 28 Feb 2024
CSMDCongress SMid Growth ETF 0.68% ETF 0.69% to 0.68%, 28 Feb 2024
OSTRXOsterweis Total Return Fund 0.68% Mutual fund 0.66% to 0.68%, 30 Jun 2023
BRGIXBridges Investment Fund 0.71% Mutual fund 0.73% to 0.71%, 30 Apr 2025
OCFSOtter Creek Focus Strategy ETF 0.85% ETF None recorded
OSTIXOsterweis Strategic Income Fund 0.86% Mutual fund 0.83% to 0.86%, 30 Jun 2026
CAMLXCongress Large Cap Growth Fund 0.91% Mutual fund 0.93% to 0.91%, 28 Feb 2026
OSTFXOsterweis Fund 0.94% Mutual fund 0.96% to 0.94%, 30 Jun 2026
MZLRXMuzinich Low Duration Fund 0.96% Mutual fund 0.98% to 0.96%, 30 Apr 2023
AKREAkre Focus ETF 0.98% ETF None recorded
OSTVXOsterweis Growth & Income Fund 0.98% Mutual fund 0.91% to 0.98%, 30 Jun 2026
ZEOIXOsterweis Short Duration Credit Fund 0.99% Mutual fund 0.85% to 0.99%, 30 Jun 2023
BVEFXBecker Equity Fund 1.00% Mutual fund 1.04% to 1.00%, 28 Feb 2026
BCAIXBoston Common ESG Impact International Fund 1.02% Mutual fund 0.97% to 1.02%, 31 Jan 2025
VILLXVillere Balanced Fund 1.04% Mutual fund 1.02% to 1.04%, 29 Dec 2023
CMIDXCongress Mid Cap Growth Fund 1.08% Mutual fund 1.05% to 1.08%, 28 Feb 2026
MZCRXMuzinich Dynamic Income Fund 1.10% Mutual fund 1.15% to 1.10%, 30 Apr 2019
BCAMXBoston Common ESG Impact U.S. Equity Fund 1.12% Mutual fund 1.18% to 1.12%, 31 Jan 2026
OSTGXOsterweis Opportunity Fund 1.22% Mutual fund 1.19% to 1.22%, 30 Jun 2026
PORTXTrillium ESG Global Equity Fund 1.30% Mutual fund 1.33% to 1.30%, 21 Jan 2020
BCEMXBoston Common ESG Impact Emerging Markets Fund 1.32% Mutual fund 1.45% to 1.32%, 31 Jan 2026
CSMVXCongress Small Cap Growth Fund 1.32% Mutual fund 1.31% to 1.32%, 28 Feb 2026
AKREXAkre Focus Fund 1.33% Mutual fund 1.30% to 1.33%, 28 Nov 2023
HDPMXHodges Fund 1.37% Mutual fund 1.35% to 1.37%, 29 Jul 2023
VLEQXVillere Equity Fund 1.37% Mutual fund 1.36% to 1.37%, 29 Dec 2025
HDPSXHodges Small Cap Fund 1.40% Mutual fund 1.38% to 1.40%, 29 Jul 2023
HDPBXHodges Blue Chip Equity Income Fund 1.54% Mutual fund 1.49% to 1.54%, 29 Jul 2023
MZHRXMuzinich Flexible U.S. High Yield Income Fund 1.72% Mutual fund 1.54% to 1.72%, 30 Apr 2023
HDSVXHodges Small Intrinsic Value Fund 1.78% Mutual fund 2.05% to 1.78%, 29 Jul 2023
WAGNXPabrai Wagons Fund 1.84% Mutual fund 4.74% to 1.84%, 31 Oct 2025
BCVIXBoston Common ESG Impact U.S. Value Fund 2.11% Mutual fund None recorded
OTTRXOtter Creek Long/Short Opportunity Fund 2.25% Mutual fund 2.22% to 2.25%, 28 Feb 2025
ZSRIXOsterweis Sustainable Credit Fund 3.00% Mutual fund 2.22% to 3.00%, 30 Jun 2023