Back to top
more

Olstein Strategic Opportunities Fund Class A: (MF: OFSAX)

(NASDAQ Mutual Funds) As of Apr 7, 2026 04:56 PM ET

$20.77 USD

+0.26 (1.27%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

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 7.06 49
3 months 7.77 38
6 months 6.02 77
1 Year 13.12 74
3 Year 4.67 95
5 Year 1.53 81
10 Year 8.29 93

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -56.46
Bull Market (2/09 - 3/21) 672.30

Load Adjusted Returns as of Feb 28, 2026

1 Year -0.52
5 Year 2.29
10 Year 6.22
Since Inception 6.30

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -9.00 5.68 7.81 1.21
2024 4.44 -5.05 4.48 -0.60
2023 10.51 -1.00 -8.64 14.33
2022 -9.03 -19.19 -6.39 14.34
2021 23.89 -0.03 -3.53 1.78

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.064.942.9814.27-21.3321.6115.8228.61-14.055.8720.51
% Total Return Rel to Index 4.30-13.27-22.03-11.97-3.13-7.06-2.58-2.88-9.66-15.928.57
% Total Return Rel to Peer 1.11-2.35-8.94-1.80-1.812.30-3.173.17-3.28-9.724.56
% Perf Quintile vs Peer* 2.004.000.004.004.003.003.002.004.005.003.00
% Dividends 0.000.000.080.010.000.000.000.000.000.000.00
% Yield 0.000.000.360.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.551.360.000.322.500.000.000.140.000.00
Expense Ratio 0.001.601.601.601.601.601.601.601.601.601.60

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