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Olstein All Cap Value C (OFALX)

18.91 Down 0.01(0.05%) Apr 17
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Prev Close:18.92
YTD Return*:1.32%
Net Assets*:677.62M
Yield*:N/A

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
LM1.6412.93
DD1.574.99
GE1.53-6.92
BEN1.52-5.53
M1.4911.91

Fund Basics

Morningstar Overall Rating:
Total Assets:677.62M
Category:Large Blend
Annual Report Expense Ratio (net):2.30%

Performance & Risk

YTD Return:1.32%
5y Avg Return:21.97%
Rank in Category (ytd):66
% Rank in Category (ytd):3.89%
Beta (3y):1.12
Morningstar Risk Rating:4

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 a diversified portfolio of common stocks that the fund's investment adviser, believes are significantly undervalued. It will invest in companies without regard to whether they are conventionally categorized as small, medium, or large capitalization or whether they are characterized as growth (growth is a component of the fund's definition of value), value, cyclical, or any other category. The fund may invest up to 20% of its net assets in foreign securities. View More
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