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Olstein All Cap Value C OFALX

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%

Morningstar’s Analysis OFALX

Will OFALX outperform in future?

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

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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