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Olstein Strategic Opportunities A (OFSAX)

19.32 0.00(0.00%) Nov 26
Prev Close:19.32
YTD Return*:8.20%
Net Assets*:128.36M
Yield*:N/A

* As of 31-Oct-14

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

Top Holdings

Symbol% AssetsYTD Return %
DORM3.33-16.54
SWHC3.16-26.46
VSI3.08-12.07
JNS3.0421.42
PETM2.82-0.37

Fund Basics

Morningstar Overall Rating:
Total Assets:128.36M
Category:Small Blend
Annual Report Expense Ratio (net):1.60%

Performance & Risk

YTD Return:8.20%
5y Avg Return:19.44%
Rank in Category (ytd):2
% Rank in Category (ytd):0.27%
Beta (3y):1.36
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
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