OFSFX Mutual Fund

OFSFX Mutual Fund (Olstein Strategic Opportunities Fund Adviser Class) is managed by The Olstein Funds with $21.4M in net assets. OFSFX expense ratio is 1.35%, holding 39 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2015-05-11.

OFSFX performance shows a YTD return of 9.30%. The 1-year return is 26.90% and the 5-year return is 0.99%. OFSFX dividend yield stands at 2.56%, paid annually.

OFSFX top holdings include Mfs Blended Research Value Equity Fund (18.1%), Avantor Inc (4.6%), Sensata Technologies Holding Plc Ordinary Shares (4.4%), Gates Industrial Plc (4.4%), Vontier Corp (4.2%). Go to all OFSFX holdings, OFSFX sectors, or OFSFX dividends.

OFSFX can be compared against other funds. Use OFSFX overlap to find shared positions, or OFSFX vs another fund for a side-by-side view. OFSFX alternatives are available via the screener, along with tax-loss harvesting opportunities.