4 / 5 Stars
5 5 2 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 227 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 28.72 percent over the past year, 14.43 percent over the past three years, and 30.18 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.4%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||30.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation and its secondary objective is income. 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, believes are selling at a significant discount to private market value. It may invest up to 20% of its net assets in foreign securities that are traded in U.S. dollars, but the fund's foreign investments will be limited to investments in developed countries, rather than countries with developing or emerging markets.
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.