Olstein All Cap Value C (OFALX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||2.30%|
Performance & Risk
|5y Avg Return:||21.97%|
|Rank in Category (ytd):||66|
|% Rank in Category (ytd):||3.89%|
|Morningstar Risk Rating:||4|
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