Olstein Strategic Opportunities FundOFSAX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$38.6M
Expense ratio
1.60%
1-year return
+11.5%
3 years, a year
+2.6%
5 years, a year
-1.6%
Holdings
39
What it aims to do.
The Olstein Strategic Opportunities Funds (the Fund or Strategic Opportunities Fund) investment objective is long-term capital appreciation
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Mount Vernon Liquid Assets Portfolio, LLC | 18.05% |
| AVTR Avantor Inc | 4.61% |
| Sensata Technologies Holding P | 4.38% |
| Gates Industrial Corp PLC | 4.36% |
| VNT Vontier Corp | 4.20% |
| CENTA Central Garden & Pet Co | 3.78% |
| ABM ABM Industries Inc | 3.73% |
| LKQ LKQ Corp | 3.42% |
| DIN Dine Brands Global Inc | 3.29% |
| PBH Prestige Consumer Healthcare I | 3.22% |
More on OFSAX.
- OFSAX overview
- OFSAX holdings
- OFSAX risk
- OFSAX costs
- OFSAX money in and out
- OFSAX share classes
- Compare OFSAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.