OFSCX
ActiveOlstein Strategic Opportunities Fund
Category: US Equity (9,528 funds)
Expense Ratio
1.35%
Annual Cost per $10K
$135.00
30-Year Fee Drag per $10K
$24,113
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+4.45%
Asset Allocation
US Equity
83%Intl Equity
7%Cash
10%Fee Comparison
OFSCX
1.35%US Equity average
1.06%US Equity cheapest
0.00%Index benchmark
0.03%27% more expensive than category average
Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly
+22.36%3Y
Compare to
Fee Impact Calculator
$
%
OFSCX at 1.35%$260,049
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$120,564
Cost vs index fund−$117,375
Similar Funds (100)
Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025
| Ticker | Name | ER |
|---|---|---|
| OFSCX | Olstein Strategic Opportunities Fund | 1.35% |
| FCIAX | Investment Co of America | 0.38% |
| AFMFX | American Mutual Fund | 0.57% |
| CDIRX | Columbia Dividend Income Fund | 1.15% |
| QLD | ProShares Ultra QQQ | 0.95% |
| NLSAX | Neuberger Berman Long Short Fund | 1.68% |
| PEIYX | Putnam Large Cap Value Fund | 0.63% |
| TRQZX | T. Rowe Price Mid-Cap Growth Fund, Inc. | 0.61% |
| FCAGX | Fidelity Small Cap Growth Fund | 0.92% |
| OAKMX | Oakmark Fund | 0.91% |
| FRDRX | Franklin Rising Dividends Fund | 1.08% |
| JMGFX | JPMorgan Mid Cap Growth Fund | 1.09% |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | 0.59% |
| TADGX | T. Rowe Price Dividend Growth Fund, Inc. | 0.89% |
| PMAQX | MidCap Fund | 1.46% |
| CGPAX | American Funds Growth Portfolio | 0.99% |
| TRMIX | T. Rowe Price Mid-Cap Value Fund, Inc. | 0.71% |
| PAFDX | T. Rowe Price Equity Income Fund | 0.98% |
| FNIAX | Fidelity Advisor New Insights Fund | 0.90% |
| FACGX | Fidelity Advisor Growth Opportunities Fund | 1.49% |
| DFSTX | U.S. SMALL CAP PORTFOLIO$1M min | 0.27% |
| FFOJX | Select Technology Portfolio | 0.91% |
| JDVFX | Disciplined Value Fund | 1.71% |
| VSCAX | Invesco Small Cap Value Fund | 1.35% |
| MCPRX | MFS Mid Cap Growth Fund | 1.02% |
| SSO | ProShares Ultra S&P500 | 0.89% |
| DFSVX | U.S. SMALL CAP VALUE PORTFOLIO$1M min | 0.31% |
| IWN | iShares Russell 2000 Value ETF | 0.24% |
| PAWAX | T. Rowe Price All-Cap Opportunities Fund | 1.05% |
| DDFIX | Invesco Diversified Dividend Fund | 1.07% |
| BLPAX | American Funds Moderate Growth and Income Portfolio | 0.93% |
| FCPVX | Fidelity Small Cap Value Fund | 1.20% |
| WFPAX | Allspring Special Mid Cap Value Fund | 1.12% |
| CCASX | CONESTOGA SMALL CAP FUND | 1.10% |
| FHZTX | Fidelity Large Cap Stock Fund | 1.02% |
| TRZVX | T. Rowe Price Small-Cap Value Fund, Inc. | 0.64% |
| TQAIX | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 0.65% |
| UBVAX | Undiscovered Managers Behavioral Value Fund | 1.24% |
| DFAS | Dimensional U.S. Small Cap ETF | 0.27% |
| DFSCX | U.S. MICRO CAP PORTFOLIO$1M min | 0.41% |
| GOGFX | Victory Sycamore Small Company Opportunity Fund | 1.23% |
| FECCX | First Eagle Small Cap Opportunity Fund | 1.26% |
| ACGIX | Invesco Growth and Income Fund | 0.78% |
| FSCRX | Fidelity Small Cap Discovery Fund | 0.91% |
| ACRSX | Columbia Acorn Fund | 0.82% |
| PNSAX | Putnam Small Cap Growth Fund | 1.17% |
| FDGFX | Fidelity Dividend Growth Fund | 1.16% |
| SHISX | BlackRock Health Sciences Opportunities Portfolio | 1.15% |
| SOPAX | ClearBridge Dividend Strategy Fund | 1.00% |
| PCSMX | SmallCap Growth Fund I | 1.44% |
| MSRRX | MFS Research Fund | 1.02% |
| OFAFX | Olstein All Cap Value Fund | 1.18% |
| AASRX | American Beacon Small Cap Value Fund | 0.77% |
| POLRX | Polen Growth Fund | 1.22% |
| TMSIX | THRIVENT MID CAP STOCK FUND | 0.74% |
| FKMCX | Fidelity Mid-Cap Stock Fund | 1.69% |
| ANODX | Small Cap Growth Fund | 0.79% |
| JLVMX | JPMorgan Large Cap Value Fund | 0.93% |
| FHCLX | Select Health Care Portfolio | — |
| JDERX | PGIM Jennison Mid-Cap Growth Fund | 1.04% |
| HFMCX | THE HARTFORD MIDCAP FUND | 1.07% |
| JSCHX | JPMorgan Small Cap Blend Fund | 1.24% |
| RYPNX | Royce Small-Cap Opportunity Fund | 1.22% |
| HQIAX | THE HARTFORD EQUITY INCOME FUND | 0.97% |
| FGRCX | Fidelity Mega Cap Stock Fund | 0.47% |
| SGRAX | Allspring Growth Fund | 1.15% |
| CSECX | Calvert Equity Fund | 1.65% |
| MEFAX | MassMutual Mid Cap Growth Fund | 1.11% |
| SVFIX | Smead Value Fund | 0.90% |
| FSIUX | Invesco Dividend Income Fund | 1.69% |
| GTSAX | Invesco Small Cap Growth Fund | 0.81% |
| JSCZX | JPMorgan U.S. Small Company Fund | 1.19% |
| JSECX | JPMorgan Small Cap Equity Fund | 1.24% |
| GSCZX | SMALL CAP EQUITY FUND | 1.23% |
| LAFPX | LORD ABBETT AFFILIATED FUND INC | 0.89% |
| QUACX | AB Small Cap Growth Portfolio | 1.12% |
| CHCCX | AB DISCOVERY GROWTH FUND, INC. | 0.92% |
| IAAEX | Transamerica Mid Cap Value Opportunities | 0.74% |
| ARANX | Horizon Active Risk Assist Fund | 1.32% |
| LGLAX | Lord Abbett Growth Leaders Fund | 0.90% |
| EMLP | First Trust North American Energy Infrastructure Fund | 0.95% |
| HRSIX | Hood River Small-Cap Growth Fund | 1.07% |
| PDP | Invesco Dorsey Wright Momentum ETF | 0.62% |
| THLCX | THRIVENT LARGE CAP GROWTH FUND | 0.76% |
| XMHQ | Invesco S&P MidCap Quality ETF | 0.25% |
| JCMAX | JPMorgan Mid Cap Equity Fund | 1.09% |
| JSVPX | JPMorgan Small Cap Value Fund | 1.19% |
| OSTGX | Osterweis Opportunity Fund | 1.12% |
| SZCRX | DWS Small Cap Core Fund | 0.81% |
| ACFLX | Focused Large Cap Value Fund | 1.09% |
| BDSAX | BlackRock Advantage Small Cap Core Fund | 1.50% |
| PABVX | MidCap Value Fund I | 1.19% |
| GTCSX | Small Cap Equity Portfolio | 0.94% |
| NICSX | Nicholas Fund, Inc. | 0.70% |
| RTOUX | Tax-Managed U.S. Mid & Small Cap Fund | 1.11% |
| PPA | Invesco Aerospace & Defense ETF | 0.58% |
| CFLGX | ClearBridge Tactical Dividend Income Fund | 1.41% |
| ASMMX | Invesco Summit Fund | 1.23% |
| NDVAX | MFS New Discovery Value Fund | 1.46% |
| HDGBX | HARTFORD DIVIDEND AND GROWTH HLS FUND | 0.91% |
| ARZMX | AMG River Road Small Cap Value Fund | 1.02% |
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