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OFSAX Olstein Strategic Opportunities A Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

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 common stocks of small- and mid-sized companies ("small-cap" or "mid-cap" stocks) that the fund's investment adviser believes are selling at a significant discount to private market value. It may invest up to 20% of its net assets in foreign securities that are traded in U.S. dollars, and will limit the fund's foreign investments to investments in developed countries, rather than countries with developing or emerging markets.

Market Cap

The average market capitalization across the Olstein Strategic Opportunities A MF is 2.83B. The market cap for tickers in the group ranges from 335.69M to 8.34B. MHK holds the highest valuation in this group at 8.34B. The lowest valued company is DENN at 335.69M.

Volume

The average weekly volume growth across all stocks in the Olstein Strategic Opportunities A MF was 21%. For the same stocks of the MF, the average monthly volume growth was 38% and the average quarterly volume growth was 1%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 43
Price Growth Rating: 55
SMR Rating: 68
Profit Risk Rating: 76
Seasonality Score: 27 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small 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 %
VMCIX74.52-0.41
-0.55%
Vanguard Mid Cap Index Institutional
FANIX49.95-0.41
-0.81%
Fidelity Advisor Energy I
LSSCX25.61-0.30
-1.16%
Loomis Sayles Small Cap Value Instl
LMBAX14.34-0.21
-1.44%
Franklin U.S. Small Cap Equity A
FKCSX41.17-1.10
-2.60%
Federated Hermes Kaufmann Small Cap C

OFSAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OFSAX has been closely correlated with VSIAX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if OFSAX jumps, then VSIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OFSAX
1D Price
Change %
OFSAX100%
-0.68%
VSIAX - OFSAX
96%
Closely correlated
-0.67%
VISVX - OFSAX
96%
Closely correlated
-0.68%
VSIIX - OFSAX
96%
Closely correlated
-0.68%
DFFVX - OFSAX
96%
Closely correlated
-0.83%
DFSVX - OFSAX
95%
Closely correlated
-0.76%
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