2 / 5 Stars
5 5 1 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 218 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.78 percent over the past year, 11.22 percent over the past three years, and 9.44 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.4%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||9.4%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation; income is a secondary consideration. The fund seeks to achieve its objectives by investing primarily in common stocks of small- and mid-sized companies ("small-cap" or "mid-cap" stocks) that the fund's investment adviser, Olstein Capital Management, L.P. ("OCM"), believes are selling at a significant discount to OCM's proprietary cash flow-based calculation of private market value. It may invest up to 20% of its net assets in foreign securities.
Fees are High compared to funds in the same category.
Olstein Strategic Opportunities Fund has an expense ratio of 2.35 percent.
Risk is High compared to funds in the same category according to Morningstar.