About OFALX
The Olstein All Cap Value Fund Class C is a mutual fund focused on value investing across the entire spectrum of company sizes. Its primary goal is to identify and invest in undervalued equity securities of companies with strong financial health, distinctive business fundamentals, competitive advantages, and the capacity to generate free cash flow. The fund's strategy is rooted in in-depth fundamental analysis, with particular emphasis on a company’s balance sheet quality and earnings before considering the potential upside. Diversified across market capitalizations, the fund's portfolio includes large, mid, and small-cap companies, with a significant weighting toward industrials, healthcare, financials, consumer discretionary, and information technology sectors. Managed by Olstein Capital Management, the fund is structured to allow up to 20% of assets in U.S. dollar-denominated foreign securities, including American Depositary Receipts. It is actively managed and maintains a moderately high expense ratio relative to peers, reflecting its intensive research approach. The Olstein All Cap Value Fund Class C plays a role in the market by offering investors exposure to a disciplined value strategy spanning various sectors and company sizes, aiming for long-term capital appreciation through fundamental stock selection.
Fund Family Olstein
Category Mid-Cap Value
Performance Rating Low
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol OFALX
Share Class Class C
Index Russell 3000 Value TR
OFALX had a total return of 9.98% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.44%.
