Olstein All Cap Value Fund

Scorecard
2 / 5 Stars
Lipper
2 2 3 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B (Buy)

#208 in Large Blend

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 21.74 percent over the past year, 15.12 percent over the past three years, 18.09 percent over the past five years, and 5.29 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.8%
1 Year 21.7%
3 Years (Annualized) 15.1%
5 Years (Annualized) 18.1%
10 Years (Annualized) 5.3%

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Summary

The investment seeks long-term capital appreciation and its secondary objective is income. The fund seeks to achieve its objectives by investing primarily in a diversified portfolio of common stocks that the fund's investment adviser, believes are significantly undervalued. It will invest in companies without regard to whether they are conventionally categorized as small, medium, or large capitalization or whether they are characterized as growth (growth is a component of the fund's definition of value), value, cyclical, or any other category. The fund may invest up to 20% of its net assets in foreign securities.

Fees

Fees are High compared to funds in the same category.
Olstein All Cap Value Fund has an expense ratio of 2.30 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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