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Morningstar

Olstein All Cap Value C OFALX

Morningstar Analyst Rating
Quantitative rating as of | See Olstein Investment Hub
  • NAV / 1-Day Return 18.60  /  0.70 %
  • Total Assets 634.5 Mil
  • Adj. Expense Ratio
    2.150%
  • Expense Ratio 2.150%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 43%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 10:44 PM GMT+00:00

Morningstar’s Analysis OFALX

Will OFALX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OFALX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the OFALX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of OFALX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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An average Process Pillar and a subpar Parent Pillar help limit Olstein All Cap Value C to a Morningstar Quantitative Rating of Neutral. 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.

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