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Olstein All Cap Value Fund Class C: (MF: OFALX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:51 PM ET

$17.52 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.94 25
3 months 8.59 14
6 months 8.42 32
1 Year 10.23 73
3 Year 8.61 91
5 Year 4.84 84
10 Year 8.85 93

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 107.23
Bear Market (10/07 - 2/09) -57.32
Bull Market (2/09 - 3/21) 551.13

Load Adjusted Returns as of Feb 28, 2026

1 Year 6.01
5 Year 5.63
10 Year 7.63
Since Inception 9.17

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.04 2.02 3.81 3.21
2024 7.71 -4.58 8.98 -2.69
2023 5.61 2.80 -7.62 11.05
2022 -3.23 -16.33 -9.29 10.12
2021 16.20 4.51 -1.74 4.81

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.947.098.9811.38-19.1225.0710.0127.16-10.9714.2611.52
% Total Return Rel to Index 2.30-11.13-16.03-14.86-0.92-3.60-8.38-4.32-6.58-7.52-0.41
% Total Return Rel to Peer 2.22-5.62-10.40-11.610.573.01-9.90-1.26-4.11-6.413.70
% Perf Quintile vs Peer* 2.004.000.005.003.003.004.004.004.005.002.00
% Dividends 0.000.110.060.020.000.000.040.000.000.000.00
% Yield 0.000.560.310.550.000.000.170.000.000.000.00
Capital Gains ($) 0.001.411.970.001.754.450.000.651.781.210.04
Expense Ratio 0.002.172.172.162.152.142.152.192.252.252.25

* 1 = Top 20%, 5 = Bottom 20%