MENU

OFAFX Olstein All Cap Value Adv Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Walt Disney Company (The) (NYSE:DIS), CVS HEALTH Corp (NYSE:CVS), General Motors Company (NYSE:GM), Delta Air Lines (NYSE:DAL).

Industry description

The investment seeks long-term capital appreciation and its secondary objective is income. The fund seeks to achieve its objectives by investing primarily in a diversified portfolio of common stocks that the fund's investment adviser, Olstein Capital Management, L.P. ("OCM"), believes are significantly undervalued. It will invest in companies without regard to whether they are conventionally categorized as small, medium, or large capitalization or whether they are characterized as growth, value, cyclical, or any other category.

Market Cap

The average market capitalization across the Olstein All Cap Value Adv MF is 53.04B. The market cap for tickers in the group ranges from 5.49B to 222.92B. DIS holds the highest valuation in this group at 222.92B. The lowest valued company is ST at 5.49B.

Volume

The average weekly volume growth across all stocks in the Olstein All Cap Value Adv MF was -10%. For the same stocks of the MF, the average monthly volume growth was 37% and the average quarterly volume growth was 49%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 51
P/E Growth Rating: 56
Price Growth Rating: 51
SMR Rating: 69
Profit Risk Rating: 82
Seasonality Score: -29 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Managed Portfolio Series615 East Michigan StreetMilwaukee
Phone
(414) 287-3700
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AVUGX8.300.06
+0.73%
American Century Value R5
SKSZX31.42N/A
N/A
AMG GW&K Small Cap Value Z
BSCAX15.65N/A
N/A
Brandes Small Cap Value A
CGVHX22.82-0.09
-0.39%
American Funds Global Insight 529-F-3
PXWIX32.56-0.14
-0.43%
Impax Ellevate Global Women's Ldr Instl

OFAFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OFAFX has been closely correlated with VVIAX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if OFAFX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OFAFX
1D Price
Change %
OFAFX100%
+0.72%
VVIAX - OFAFX
89%
Closely correlated
+0.27%
VIVIX - OFAFX
89%
Closely correlated
+0.27%
VIVAX - OFAFX
89%
Closely correlated
+0.27%
DODGX - OFAFX
86%
Closely correlated
+0.35%
DOXGX - OFAFX
86%
Closely correlated
+0.35%
More