Olstein Mutual Funds List
Here you can find all mutual funds issued by Olstein and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.88%
- Avg. 1 Year Return
- 22.06%
- Avg. 5 Year Return
- 1.46%
- Median Risk/Return Score
- 19 / 100
Olstein Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Olstein All Cap Value Fund | Large Cap Value Equities | Sep 21, 1995 | 2.15% | 4.43% | 8.17% | 8.19% | 17 | ||||||||
| Olstein Strategic Opportunities Fund | Small Cap Value Equities | Nov 1, 2006 | 1.60% | 10.39% | 7.50% | 2.38% | 20 |
Explore top Olstein Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Olstein Mutual funds by Risk/Return Score
The top Olstein Mutual funds by PortfoliosLab Risk/Return Score are OFSAX (20) and OFALX (17).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Olstein Strategic Opportunities Fund | 20 | — | Nov 2006 | |
| Olstein All Cap Value Fund | 17 | — | Sep 1995 |
Best-Performing Olstein Mutual funds Over 5 Years
The top Olstein Mutual funds is OFALX (2.35%).
Across the lineup, Olstein Mutual funds show an average 1-year return of 22.06% and an average 5-year return of 1.46%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Olstein All Cap Value Fund | 2.35% | — | Sep 1995 | |
| Olstein Strategic Opportunities Fund | 0.58% | — | Nov 2006 |
Lowest-Cost Olstein Mutual funds
The top Olstein Mutual funds is OFSAX (1.60%).
With an average expense ratio of 1.88%, Olstein Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Olstein Strategic Opportunities Fund | 1.60% | — | Nov 2006 | |
| Olstein All Cap Value Fund | 2.15% | — | Sep 1995 |
Highest-Yield Olstein Mutual funds
The top Olstein Mutual funds is OFALX (8.19%).
Across the lineup, Olstein Mutual funds show an average dividend yield of 5.29%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Olstein All Cap Value Fund | 8.19% | — | Sep 1995 | |
| Olstein Strategic Opportunities Fund | 2.38% | — | Nov 2006 |
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