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Mutual Fund Insights: Olstein Strategic Opportunities C Fund (OFSCX)

In-depth Analysis of Olstein Strategic Opportunities C Fund (OFSCX)

Mutual fund chart: Olstein Strategic Opportunities C Fund (OFSCX)

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See Olstein Strategic Opportunities C Fund (OFSCX) performance details as of January 31, 2010

  

    Last Trade: $9.52 on 3/9/2010, Change: 0.00 (0%)
Experiment our closing price forecasting tool for Olstein Strategic Opportunities C Fund (OFSCX) (alpha release)

  

Fund Manager - Eric R. Heyman

Fund Manager Tenure: 3.4 years   [Similar Funds: OFSAX ]
Fundmojo Fund Grade: C (Score: 0.57)     (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 R. Heyman

  

What we like about Olstein Strategic Opportunities C Fund (OFSCX) What we like about Olstein Strategic Opportunities C Fund (OFSCX)

Data for Olstein Strategic Opportunities C Fund (OFSCX) as of January 31, 2010

  • Olstein Strategic Opportunities C Fund (OFSCX) management has been with Olstein Strategic Opportunities C Fund for 3.4 years
  • Olstein Strategic Opportunities C Fund (OFSCX) has good short-term performance (1-year return 60.71% vs 41.29% Small Blend category average)
  • Olstein Strategic Opportunities C Fund (OFSCX) has good mid-term performance (3-year return -7.11% vs -7.80% Small Blend category average)

  

What we are cautious about Olstein Strategic Opportunities C Fund (OFSCX) What we are cautious about Olstein Strategic Opportunities C Fund (OFSCX)

Data for Olstein Strategic Opportunities C Fund (OFSCX) as of January 31, 2010

  • Olstein Strategic Opportunities C Fund is a focused fund with 31.20% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Olstein Strategic Opportunities C Fund (OFSCX) ratio of up-years vs down years can be improved
  • Olstein Strategic Opportunities C Fund (OFSCX) has a Morningstar rating of 3 and below
  • Olstein Strategic Opportunities C Fund (OFSCX) has an annual stock turnover rate of 107.54% that is higher than the Small Blend average of 96.31%. This could mean Olstein Strategic Opportunities C is more nimble, but also signal potential high tax impact and high trading fees
  • Olstein Strategic Opportunities C Fund (OFSCX) is more volatile than its peers as it has a 3-year Standard Deviation of 33.27 that is higher than category average of 25.24
  • Olstein Strategic Opportunities C Fund (OFSCX) has a higher management fee of 2.36% than its Small Blend average of 1.53%
  • Olstein Strategic Opportunities C Fund (OFSCX) carries a 1% load
See Olstein Strategic Opportunities C Fund (OFSCX) performance details as of January 31, 2010

  

  

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Olstein Strategic Opportunities C Fund (OFSCX) Net Asset

Track net asset change of Olstein Strategic Opportunities C fund (OFSCX)

DateNet Asset
01/2010$7.22M
11/2009$6.41M
10/2009$6.28M
More historic net asset information on Olstein Strategic Opportunities C Fund (OFSCX)

  

Olstein Strategic Opportunities C Fund (OFSCX) Portfolio Allocation

Track portfolio allocation change of Olstein Strategic Opportunities C fund (OFSCX)

DateCashStockBondOther
09/20092.54%97.46%0%0%
06/20091.85%98.15%0%0%
03/20093.55%96.45%0%0%
Click here to see more historic asset allocation information on Olstein Strategic Opportunities C Fund (OFSCX)

  

Most Recent Top 10 Holdings in Olstein Strategic Opportunities C Fund (OFSCX)

Discover what Olstein Strategic Opportunities C Fund (OFSCX) manager is buying

30-Sep-09
TELEFLEX INC [5.12%]
ALLIANCEBERNSTEIN [3.93%]
TERADYNE INC [2.8%]
BURGER KING HOLDINGS [2.8%]
XEROX CP [2.64%]
BERKLEY W R CP [2.58%]
First American Prime Obligation I [2.54%]
Cintas Corporation [2.53%]
Columbus McKinnon Corporation [2.52%]

30-Jun-09
TELEFLEX INC [5.64%]
ALLIANCEBERNSTEIN [4.15%]
BURGER KING HOLDINGS [2.79%]
XEROX CP [2.74%]
Cintas Corporation [2.67%]
TERADYNE INC [2.65%]
The Cheesecake Factory Incorpor [2.64%]
BOSTON SCIENTIFIC CP [2.64%]


31-Mar-09
Teleflex Incorporated [5.88%]
Flanders Corporation [3.04%]
AllianceBernstein Holding L P [2.89%]
Commscope, Inc. [2.89%]
Cintas Corporation [2.86%]
Bare Escentuals, Inc. [2.84%]
Legg Mason, Inc. [2.76%]
Boston Scientific Corp. [2.67%]
Teradyne, Inc. [2.58%]

Click here for Stock Holding Change Map in Olstein Strategic Opportunities C Fund (OFSCX)

  

Related books and products to Olstein Strategic Opportunities C Fund (OFSCX)

  

Latest News on Olstein Strategic Opportunities C (OFSCX)

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