| 16.50 Net Asset Value | -0.90% 1 Day | +18.96% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 2.32% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +8.20% | 3 years | +14.68% | |
| 3 months | +10.66% | 5 years | +5.40% | |
| 1 year | +29.41% | Since inception | +10.15% |
| OFALX | Category | |
|---|---|---|
| Performance 5-yr return | +5.40% | +4.80% |
| Expense ratio | 2.32% | 1.17% |
| Risk 5 year sharpe ratio | 0.28 | 0.30 |
| Net assets | $579.0M | $2.7B |
| Average market cap | $16.6B | $57.0B |
| Average P/E | 16.2 | 16.4 |
| Portfolio turnover | 39% | 39% |
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 / 17 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 19.08% |
| Consumer goods | 16.32% |
| Financial service | 15.26% |
| Consumer service | 13.63% |
| Hardware | 10.41% |
| DD E.I. du Pont de Nemours & Company | 1.86% |
| M Macy's Inc | 1.78% |
| MSFT Microsoft Corporation | 1.76% |
| CSCO Cisco Systems Inc | 1.68% |
| BBBY Bed Bath & Beyond, Inc. | 1.68% |
| HAR Harman International Industries, Inc. | 1.55% |
| LM Legg Mason, Inc. | 1.49% |
| COH Coach, Inc. | 1.46% |
| JLL Jones Lang LaSalle, Inc. | 1.43% |
| BDX Becton Dickinson & Co | 1.41% |
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