Olstein Strategic Opportunities C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Olstein Strategic Opportunities Fund Class C OFSCX
- NAV / 1-Day Return 20.40 / +0.10 %
- Total Assets 42.9M
-
Adj. Expense Ratio
2.350%
- 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 0.00
- Turnover 24%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 1:35 AM GMT+0
Morningstar’s Analysis OFSCX
Will OFSCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the OFSCX 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 OFSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Avantor Inc | 4.60 | 2M | Healthcare |
Sensata Technologies Holding PLC | 4.37 | 2M | Technology |
Gates Industrial Corp PLC | 4.35 | 2M | Industrials |
Vontier Corp Ordinary Shares | 4.19 | 2M | Technology |
Central Garden & Pet Co Class A | 3.77 | 1M | Consumer Defensive |
ABM Industries Inc | 3.72 | 1M | Industrials |
LKQ Corp | 3.41 | 1M | Consumer Cyclical |
Dine Brands Global Inc | 3.29 | 1M | Consumer Cyclical |
Prestige Consumer Healthcare Inc | 3.22 | 1M | Healthcare |
Aebi Schmidt Holding AG | 3.19 | 1M | Industrials |
United States