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Individual Investors

If you wish to invest directly in one of our funds, please proceed to the Forms and Documents page for an Olstein Funds Prospectus and Account Application. Please refer to the Prospectus section titled, How to Purchase Fund Shares for instructions on purchasing fund shares by mail, wire, or telephone and for making subsequent investments in an existing account.

The Olstein Funds are available through most major brokerage and advisory firms. We believe that over time, investors will benefit from continued professional investment guidance. A financial professional can help investors determine their investment objectives and time horizon, risk tolerance, and appropriate share class. While Olstein Capital Management does not provide individualized investment advice, we may be able to assist you with general fund information and administrative account support.

The Prospectus also describes additional account features that may be of interest to you including an Automatic Investment Plan and the availability of Fund shares for use in all types of tax-advantaged retirement plans such as: IRAs, Educational IRAs (Coverdell Education Savings Accounts), employer-sponsored defined contribution plans (including 401(k) plans), and 403(b)(7) retirement plans. 

Olstein Funds Shareholder Service – 1.800.799.2113 

If you have any questions feel free to call us at 800.799.2113, between the hours of 9:00 am - 8:00 pm Eastern Time, Monday through Friday. 

24-Hours Automated Service Line – 1.800.799.2113

You can request fund literature, access daily fund prices, obtain account balances, review recent transactions, or request account information 24 hours a day, 7 days a week using Olstein's automated shareholder phone service. Please follow the recorded instructions.

LEGAL DISCLOSURES AND OTHER IMPORTANT INFORMATION

The fund recently experienced significant negative short-term performance due to market volatility associated with the COVID-19 pandemic.

Investing involves risk including possible loss of principal.  Investors should carefully consider the investment objectives, risks, charges and expenses of the Olstein Funds.  This and other important information is contained in the prospectus, which should be read carefully before investing.  For a copy, click the prospectus link below.  

Past performance is no guarantee of future results. This information is not an offer to sell or a solicitation to buy any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Important legal information – please read the disclaimer before proceeding. Be sure to read the Olstein Funds Privacy Policy before becoming a shareholder. Click here to read the disclaimer+