Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
Olstein Strategic Opportunities C OFSCX
- NAV / 1-Day Return 17.95 / −0.17 %
- Total Assets 83.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 2.350%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 26%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0
Morningstar’s Analysis OFSCX
Will OFSCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 36.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
U.S. Bank Money Market Deposit Account | 4.23 | 3.8 Mil | Cash and Equivalents |
Gates Industrial Corp PLC | 4.02 | 3.6 Mil | Industrials |
Blue Bird Corp | 3.97 | 3.6 Mil | Consumer Cyclical |
Integra Lifesciences Holdings Corp | 3.94 | 3.5 Mil | Healthcare |
The Shyft Group Inc | 3.94 | 3.5 Mil | Industrials |
Sensata Technologies Holding PLC | 3.86 | 3.5 Mil | Technology |
Dine Brands Global Inc | 3.43 | 3.1 Mil | Consumer Cyclical |
Central Garden & Pet Co Class A | 3.41 | 3.1 Mil | Consumer Defensive |
WESCO International Inc | 3.37 | 3.0 Mil | Industrials |
Mohawk Industries Inc | 3.35 | 3.0 Mil | Consumer Cyclical |