Olstein Strategic Opportunities A
4 Manhattanville Rd Purchase NY 10577
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Phone: 800-799-2113
| Category: | Small Blend | | Fund Family: | Olstein | | Net Assets: | 6.40M | | Year-to-Date Return: | 38.58% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Nov-06 |
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Eric R. Heyman
Lead Manager since
01-Nov-06 | | | Heyman has been with Olstein since 1996 and was named Director of Research in June 2005. |
| 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 common stocks of small- and mid-sized companies within the range represented in the Russell 2500TM index. It may invest up to 20% of net assets in ADRs. The fund is nondiversified. |
| Last Dividend
(10-Dec-07):
| 0.01 | | Last Cap Gain
(10-Dec-07):
| 0.05 | | Annual Holdings Turnover
| 107.54% | | Average for Category:
| 95.63% |
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| Expense | OFSAX | Category
Avg | | Total Expense Ratio: | 1.62%
| 1.40% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.37% | | Max Deferred Sales Load: | %
| 2.35% | | 3 Yr Expense Projection*: |
$ 1,146 | $614 | | 5 Yr Expense Projection*: |
$ 1,611 | $991 | | 10 Yr Expense Projection*: |
$ 2,893 | $1,998 |
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