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Olstein Strategic Opportunities C OFSCX

Quantitative rating as of
  • NAV / 1-Day Return 18.96  /  1.34 %
  • Total Assets 95.5 Mil
  • 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 32%

Morningstar’s Analysis OFSCX

Will OFSCX 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 Strategic Opportunities 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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