| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
3
3
1
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#200 in Large Blend
U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 14.08 percent over the past year, 10.00 percent over the past three years, 4.14 percent over the past five years, and 6.78 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.3% |
| 1 Year | 14.1% |
| 3 Years (Annualized) | 10.0% |
| 5 Years (Annualized) | 4.1% |
| 10 Years (Annualized) | 6.8% |
Summary
The investment seeks long-term capital appreciation; income is a secondary consideration. The fund invests primarily in a diversified portfolio of common stocks that the fund's investment adviser, Olstein Capital Management, L.P. ("OCM"), 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 2.31 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
