• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.32% Nasdaq Down 0.62%

    Olstein Strategic Opportunities A (OFSAX)

    14.14 Down 0.07(0.49%) Apr 29
    Prev Close:14.21
    YTD Return*:2.48%
    Net Assets*:144.43M
    Yield*:N/A

    * As of 31-Mar-16

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

    Top Holdings

    Symbol% AssetsYTD Return %
    LM3.91N/A
    RBC3.88N/A
    WCC3.85N/A
    ZBRA3.80N/A
    GBX3.80N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:144.43M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.59%

    Performance & Risk

    YTD Return:2.48%
    5y Avg Return:8.54%
    Rank in Category (ytd):20
    % Rank in Category (ytd):2.4%
    Beta (3y):1.14
    Morningstar Risk Rating:5

    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. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback