Olstein All Cap Value C
4 Manhattanville Rd Purchase NY 10577
Map
Phone: 800-799-2113
| Category: | Mid-Cap Blend | | Fund Family: | Olstein | | Net Assets: | 547.94M | | Year-to-Date Return: | 29.42% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Sep-95 |
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Robert A. Olstein
Lead Manager since
21-Sep-95 | | | Olstein is the Chairman and Chief Investment Officer of the Olstein Capital Management, L.P., and has been engaged in various aspects of securities research and portfolio management for both institutional and retail clients since 1968. |
| 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 |
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| The investment seeks long-term capital appreciation; income is a secondary consideration. The fund invests primarily in a diversified portfolio of common stocks that Olstein Capital Management believes are significantly undervalued. The stock selection process emphasizes a consideration of financial risk, determined by the quality of a company's balance sheet and the quality of its earnings, before considering upside potential. The fund also may invest up to 20% of net assets in foreign securities that are traded in U.S. dollars, including American Depositary Receipts (?ADRs?). |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(29-Jun-09):
| 0.04 | | Annual Holdings Turnover
| 103.79% | | Average for Category:
| 81.37% |
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| Expense | OFALX | Category
Avg | | Total Expense Ratio: | 2.23%
| 1.37% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | 1.00%
| 2.37% | | 3 Yr Expense Projection*: |
$ 697 | $630 | | 5 Yr Expense Projection*: |
$ 1,195 | $972 | | 10 Yr Expense Projection*: |
$ 2,565 | $1,959 |
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1.80% Nasdaq 
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