OFAFX Rating, Research - Olstein All Cap Value Adv

Olstein All Cap Value Adv (ofafx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 76

Threats + Weaknesses = 48

When strengths & opportunities substantially exceed threats & weaknesses an investment in the ofafx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Olstein All Cap Value Adv (OFAFX) Description: OFAFX is a mutual fund, which is an investment that owns a basket of assets. The OFAFX mutual fund was provided by Olstein and this investment vehicle derives the majority of its value from equity holdings (stocks). Olsteins mutual fund has a long management tenure and is in the small fund size classification. OFAFXs minimum initial investment amount is $1000 while the IRA minimum is $1000. OFAFXs expense ratio is roughly 2%. The latest OFAFXs front end load was 0% and the back end load was 0%. The Olstein All Cap Value Adv (OFAFX) mutual fund falls under the large-cap mixed category. OFAFX focuses its investments in USA and OFAFX is not affiliated with a particular industry or fund sector. The Olstein All Cap Value Adv (OFAFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OFAFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OFAFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks investment results for a single day only, not for longer periods. This means that the return of the fund for a period longer than a single trading day will be the result of each day??s returns compounded over the period, which will very likely differ from twice (200%) the return of the S&P 500® for that period. The fund invests in equity securities (see equity research) and derivatives that ProFund Advisors believes, in combination, should have similar daily return characteristics as twice (200%) the daily return of the Index. Assets of the fund not invested in equity securities (see equity research) or derivatives typically be held in money market instruments. It is non-diversified.

Management Analysis Update

Performance Analysis Update