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    Olstein Strategic Opportunities A (OFSAX)

    13.56 Down 0.02(0.15%) May 23

    Profile as of Apr 29, 2016Get Profile for:
    Olstein Strategic Opportunities A
    Olstein Funds4 Manhattanville RdPurchase NY 10577
    Phone: 800-799-2113
    Fund Overview 
    Category:Small Blend
    Fund Family:Olstein
    Net Assets:143.29M
    Year-to-Date Return:3.21%
    Morningstar Rating:3 stars
    Fund Inception Date:Nov 1, 2006
    Morningstar Style Box 
    Small Blend
    [View Category Definition]
    View Top Small Blend Funds
    About the Morningstar Style Box
    Management Information 
    Eric Robert Heyman
    Lead Manager since Nov 1, 2006
    Manager of Olstein Strategic Opportunities and Olstein All Cap Value funds. Since joining Olstein Capital Management’s investment research team in January 1996 (within months of the firm’s inception), Mr. Heyman has held positions of increasing responsibility. Mr. Heyman has served as Co-Portfolio manager of the Olstein Strategic Opportunities Fund since its launch on November 1, 2006 and as Co-Portfolio Manager of the Olstein All Cap Value Fund since October 31, 2008. In June 2005, Mr. Heyman was appointed Director of Research overseeing the ongoing generation of investment ideas, sector and company coverage and the orderly flow of information throughout the research department. Mr. Heyman has written articles on investing for Crain’s Publications and the American Association of Individual Investors (AAIII Journal); he has also been quoted or featured in numerous business media outlets such as The Wall Street Journal, The New York Times, SmartMoney, The Wall Street Transcript, and the Associated Press. Previously Mr. Heyman held the position of Accountant with Norstar Energy, a subsidiary of Orange and Rockland Utility. Mr. Heyman holds a B.B.A. in Accounting from Pace University.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:1,000
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:100
    OFSAX can be purchased from 86 brokerages.

    Fund Summary 
    The investment seeks long-term capital appreciation and its secondary objective is income. The fund seeks to achieve its objectives by investing primarily in common stocks of small- and mid-sized companies ("small-cap" or "mid-cap" stocks) that the fund's investment adviser, believes are selling at a significant discount to private market value. It may invest up to 20% of its net assets in foreign securities that are traded in U.S. dollars, but the fund's foreign investments will be limited to investments in developed countries, rather than countries with developing or emerging markets.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 6, 2015) : 0.00
    Annual Holdings Turnover (May 19, 2016) : 51.68%
    Average for Category:52.44%
    Fees & Expenses 
    ExpenseOFSAXCategory Avg
    Annual Report Expense Ratio (net):1.59%1.22%
    Prospectus Net Expense Ratio:1.60%N/A
    Prospectus Gross Expense Ratio:1.60%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:5.50%5.26%
    Max Deferred Sales Load: N/A1.81%
    3 Yr Expense Projection*:1,025595
    5 Yr Expense Projection*:1,369862
    10 Yr Expense Projection*:2,3361,772
    * Per $10,000 invested