Olstein Strategic Opportunities FundOFSCX

MUTUAL FUNDOlstein Capital Mangement
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$38.6M
Expense ratio
2.35%
1-year return
+10.6%
3 years, a year
+1.8%
5 years, a year
-2.4%
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, LLC18.05%
AVTR Avantor Inc4.61%
Sensata Technologies Holding P4.38%
Gates Industrial Corp PLC4.36%
VNT Vontier Corp4.20%
CENTA Central Garden & Pet Co3.78%
ABM ABM Industries Inc3.73%
LKQ LKQ Corp3.42%
DIN Dine Brands Global Inc3.29%
PBH Prestige Consumer Healthcare I3.22%

More on OFSCX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.