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Olstein

Olstein Parent Rating

Below Average

Olstein fails to meet industry-standard stewardship qualities, culminating in a Below Average Parent Pillar rating.

Olstein open-end and exchange-traded products are costlier than similarly distributed funds at other highly-rated asset managers, on average in the most expensive quintile of category peers. The higher expense profile contributes negatively to the firm's overall stewardship rating and creates a larger performance hurdle. A sign of strength at Olstein is its longest-tenured management, which boasts 23 years of average tenure at the firm. This wealth of experience builds confidence that the group can navigate a variety of market environments adeptly. Portfolio management turnover at Olstein is higher than at peer firms, detracting from the overall assessment of the firm's stewardship. Turnover in the portfolio-management ranks can happen for a number of reasons, including mergers and liquidations, portfolio managers moving into other roles, or portfolio managers leaving the firm. In some cases, such change may not signal a serious or immediate problem at the firm, but can still be disruptive for investors, hinder the effectiveness of a firm’s investment processes, or suggest a weaker investment culture.

Olstein Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

627.89 Mil

Investment Flows (TTM)

−99.93 Mil

Asset Growth Rate (TTM)

−14.69%

# of Share Classes

6
Morningstar Rating # of Share Classes
0
0
0
3
3
Not Rated 0

Quick Definitions: Key Morningstar Terms

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