About OFAFX
The Olstein All Cap Value Fund Advisor Class is a diversified mutual fund focused on investing in equity securities across all market capitalizations that are considered undervalued relative to their intrinsic worth. Managed by Olstein Capital Management since its inception in 1999, the fund employs a bottom-up, fundamental analysis that emphasizes companies with strong financial health, distinctive business fundamentals, and a sustainable ability to generate free cash flow. Key to its strategy is a rigorous forensic review of financial statements to assess earnings quality, discern management's impact on future performance, and identify sustainable cash generation beyond accounting figures.
This fund is categorized within the large value segment but holds flexibility to invest in small, mid, and large-cap companies, spanning sectors such as healthcare, technology, industrials, and consumer goods. The portfolio is relatively concentrated, with roughly 19% of assets in its top ten holdings, reflecting high-conviction selections. With a focus on long-term value and financial discipline, the Olstein All Cap Value Fund Advisor Class aims to provide investors exposure to undervalued U.S. equities while navigating market cycles through robust fundamental research.
Fund Family Olstein
Category Mid-Cap Value
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol OFAFX
Share Class Adviser Class
Index Russell 3000 Value TR
OFAFX had a total return of 17.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.95%.
