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Olstein Strategic Opportunities A (OFSAX) Fund Ranking and Research

Ranking, Research and Recommendation of Olstein Strategic Opportunities A (OFSAX) Fund

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Graph of Olstein Strategic Opportunities A Fund (OFSAX) ManagerFund Manager - Eric Robert Heyman

Fund Manager Information

Fund Manager Tenure: 13.3 years
Similar Funds: OFSCX 
Fund Family: Olstein
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.41)     (What does this score mean?)
Heyman has been with Olstein since 1996 and was named Director of Research in June 2005.  Get more insights on Eric Robert Heyman

 

Graph of Olstein Strategic Opportunities A Fund (OFSAX) ProfileOlstein Strategic Opportunities A Fund (OFSAX) Profile

Fund Profile and Description

Olstein Strategic Opportunities A Fund seeks long-term capital appreciation; income is a secondary consideration. Olstein Strategic Opportunities A Fund invests primarily in common stocks of small- and mid-sized companies that the fund’s investment adviser believes are selling at a significant discount to its proprietary cash flow-based calculation of private market value. It considers “small- and mid-sized companies” to be companies with market capitalization values (share price multiplied by the number of shares of common stock outstanding) within the range represented in the Russell 2500TM Index. Olstein Strategic Opportunities A Fund is non-diversified.

 

Olstein Strategic Opportunities A (OFSAX) Fund Strength What we like about Olstein Strategic Opportunities A (OFSAX) Fund

Data for Olstein Strategic Opportunities A Fund (OFSAX) as of May 30, 2016

  • Olstein Strategic Opportunities A Fund (OFSAX) management has been with Olstein Strategic Opportunities A Fund for 13.3 years
  • Olstein Strategic Opportunities A Fund (OFSAX) has good Long-term performance (5-year return 8.86% vs 7.84% Small Blend category median performance)
  • Olstein Strategic Opportunities A Fund (OFSAX) has an annual stock turnover rate of 51.68% vs Small Blend average of 52.13%. It is good that Olstein Strategic Opportunities A management does not trade extensively for its return.

Olstein Strategic Opportunities A Fund (OFSAX) Weakness What we are cautious about Olstein Strategic Opportunities A (OFSAX) Fund

Data for Olstein Strategic Opportunities A Fund (OFSAX) as of May 30, 2016

  • Olstein Strategic Opportunities A Fund (OFSAX) has a less-than-ideal short-term performance (1-year return -14.20% vs -5.18% Small Blend category median performance)
  • Olstein Strategic Opportunities A Fund (OFSAX) has a less-than-ideal mid-term performance (3-year return 5.69% vs 6.96% Small Blend category median performance)
  • Olstein Strategic Opportunities A Fund (OFSAX) ratio of up-years vs down years can be improved
  • Olstein Strategic Opportunities A Fund (OFSAX) has a Morningstar rating of 3 and below
  • Olstein Strategic Opportunities A Fund (OFSAX) is less safe compared to its Small Blend peers
  • Olstein Strategic Opportunities A Fund (OFSAX) does not have a good risk adjusted return as its 3-year Alpha of -5.95 is worse than category average of -4.16, and its 3-year Sharpe ratio is 0.44
  • Olstein Strategic Opportunities A Fund (OFSAX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.9 that is higher than category average of 14.58
  • Olstein Strategic Opportunities A Fund (OFSAX) has a higher expense ratio of 1.59% than its Small Blend average of 1.22%
  • Olstein Strategic Opportunities A Fund (OFSAX) carries a 5.5% load
See Olstein Strategic Opportunities A Fund (OFSAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Olstein Strategic Opportunities A Fund (OFSAX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Olstein Strategic Opportunities A3.14-14.205.698.86
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Olstein Strategic Opportunities A Fund (OFSAX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Olstein Strategic Opportunities A Fund (OFSAX) Net Asset TrackingOlstein Strategic Opportunities A (OFSAX) Fund Net Asset

Track net asset change of Olstein Strategic Opportunities A fund (OFSAX)

DateNet Asset
05/2016$140.28M
03/2016$144.43M
02/2016$134.43M
More historic net asset information on Olstein Strategic Opportunities A Fund (OFSAX)

  

Graph of Olstein Strategic Opportunities A Fund (OFSAX) Portfolio TrackingOlstein Strategic Opportunities A (OFSAX) Fund Portfolio Allocation

Track portfolio allocation change of Olstein Strategic Opportunities A fund (OFSAX)

DateCashStockBondOther
03/20162.51%97.49%0%0%
12/20151.4%98.6%0%0%
09/20152.38%97.62%0%0%
Click here to see more historic asset allocation information on Olstein Strategic Opportunities A Fund (OFSAX)

 

graph of Olstein Strategic Opportunities A Fund (OFSAX) Top 10 Position TrackingTop 10 Holdings in Olstein Strategic Opportunities A (OFSAX) Fund

Discover what Olstein Strategic Opportunities A Fund (OFSAX) manager is buying

Mar 30, 2016
Legg Mason, Inc. Common Stock [3.91%]
Regal Beloit Corporation Common [3.88%]
WESCO International, Inc. Commo [3.85%]
Zebra Technologies Corporation [3.8%]
Greenbrier Companies, Inc. (The [3.8%]
Vitamin Shoppe, Inc Common Stoc [3.73%]
Harman International Industries [3.72%]
Janus Capital Group, Inc. Cmn S [3.54%]
Spirit Airlines, Inc. [3.44%]

Dec 30, 2015
Spirit Airlines, Inc. [4.37%]
Greenbrier Companies, Inc. (The [4.2%]
Vitamin Shoppe, Inc Common Stoc [3.81%]
Legg Mason, Inc. Common Stock [3.49%]
Regal Beloit Corporation Common [3.48%]
Harman International Industries [3.45%]
WESCO International, Inc. Commo [3.34%]
DSW Inc. Common Stock [3.34%]
Janus Capital Group, Inc. Cmn S [3.32%]

Sep 29, 2015
Spirit Airlines, Inc. [3.81%]
Harman International Industries [3.32%]
Greenbrier Companies, Inc. (The [3.15%]
Janus Capital Group, Inc. Cmn S [3.02%]
Legg Mason, Inc. Common Stock [2.93%]
Vitamin Shoppe, Inc Common Stoc [2.93%]
Brady Corporation Common Stock [2.8%]
Teradata Corporation Common Sto [2.76%]
DSW Inc. Common Stock [2.73%]
Click here for Stock Holding Change Map in Olstein Strategic Opportunities A Fund (OFSAX)

  

Latest News on Olstein Strategic Opportunities A (OFSAX) Fund

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