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.
- NAV / 1-Day Return 18.96 / 1.34 %
- Total Assets 95.5 Mil
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Adj. Expense Ratio
- 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.