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OFAVX
Mutual Fund ticker: NASDAQ
AS OF
Sep 25 closing price
Price
$27.25
Change
-$0.29 (-1.05%)
Net Assets
494.92M

OFAVX Olstein All Cap Value A Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation and its secondary objective is income... Show more

Category: #Large Value
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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 A MF is 53.92B. The market cap for tickers in the group ranges from 4.33B to 203.15B. DIS holds the highest valuation in this group at 203.15B. The lowest valued company is ST at 4.33B.

Volume

The average weekly volume growth across all stocks in the Olstein All Cap Value A MF was -4%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -20%

Fundamental Analysis Ratings

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

Valuation Rating: 44
P/E Growth Rating: 46
Price Growth Rating: 43
SMR Rating: 76
Profit Risk Rating: 75
Seasonality Score: -23 (-100 ... +100)
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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
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OFAVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OFAVX has been closely correlated with RMFEX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if OFAVX jumps, then RMFEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OFAVX
1D Price
Change %
OFAVX100%
N/A
RMFEX - OFAVX
84%
Closely correlated
-0.79%
RMFCX - OFAVX
84%
Closely correlated
-0.78%
RMEBX - OFAVX
84%
Closely correlated
-0.79%
FFFMX - OFAVX
78%
Closely correlated
-0.77%
FFMMX - OFAVX
77%
Closely correlated
-0.79%
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