| | | Morningstar Overall Rating: |  | | Total Assets: | 544.37M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 32.46% | | 5y Avg Return: | -2.57% | | Rank in Category (ytd): | 130 | | % Rank in Category (ytd): | 28.89% | | Beta (3y): | 1.17 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation; income is a secondary consideration. The fund invests primarily in a diversified portfolio of common stocks that Olstein Capital Management believes are significantly undervalued. The stock selection process emphasizes a consideration of financial risk, determined by the quality of a company's balance sheet and the quality of its earnings, before considering upside potential. The fund also may invest up to 20% of net assets in foreign securities that are traded in U.S. dollars, including American Depositary Receipts (?ADRs?). | | | Fund Profile |
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