OFALX Mutual Fund
OFALX Mutual Fund
Olstein All Cap Value Fund Class C
OFALX Mutual Fund Overview
OFALX Mutual Fund (Olstein All Cap Value Fund Class C) is managed by The Olstein Funds with $7.2M in net assets. OFALX expense ratio is 2.18%, holding 83 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1995-09-21.
OFALX performance shows a YTD return of 3.84%. The 1-year return is 16.06% and the 5-year return is 6.13%. OFALX dividend yield stands at 8.18%, paid annually.
OFALX top holdings include Forward Foreign Currency Contract (6.3%), First American Government Obligations Fund (5.8%), Walt Disney Co. (2.2%), Omnicom Group (2.0%), International Flavors & Fragra (1.9%). View all OFALX holdings, sector breakdown, or dividend history.
OFALX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OFALX alternatives are available via the screener, along with tax-loss harvesting opportunities.