| 15.74 Net Asset Value | +1.03% 1 Day | +21.83% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | 5.5 Sales Expenses | 1.98% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +1.68% | 3 years | +18.00% | |
| 3 months | +7.66% | 5 years | +11.51% | |
| 1 year | +41.29% | Since inception | +6.95% |
| OFSAX | Category | |
|---|---|---|
| Performance 5-yr return | +11.51% | +7.67% |
| Expense ratio | 1.98% | 1.34% |
| Risk 5 year sharpe ratio | 0.47 | 0.38 |
| Net assets | $53.1M | $764.6M |
| Average market cap | $1.9B | $2.0B |
| Average P/E | 16.1 | 17.8 |
| Portfolio turnover | 48% | 48% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Olstein |
| Fund manager & tenure | Robert Olstein / 6 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer goods | 20.32% |
| Healthcare | 15.48% |
| Consumer service | 14.67% |
| Financial service | 13.76% |
| Industrial materials | 10.44% |
| HAR Harman International Industries, Inc. | 4.23% |
| LM Legg Mason, Inc. | 4.15% |
| SAVE Spirit Airlines Inc | 3.99% |
| ENTG Entegris, Inc. | 3.72% |
| JLL Jones Lang LaSalle, Inc. | 3.28% |
| MSCC Microsemi Corp | 2.99% |
| SWHC Smith & Wesson Holding Corporation | 2.97% |
| TFX Teleflex Inc. | 2.91% |
| M Macy's Inc | 2.88% |
| CRL Charles River Laboratories International Inc | 2.76% |
.
