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Oberweis Micro-Cap (OBMCX)

57.13 +1.72 (+3.10%)
At close: 8:09:05 PM EST
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  • Previous Close 55.41
  • YTD Return 20.51%
  • Expense Ratio 1.46%
  • Category Small Growth
  • Last Cap Gain 30.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Net Assets 1.3B
  • Beta (5Y Monthly) 1.47
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 41.00%
  • Last Dividend --
  • Inception Date Dec 29, 1995

The fund invests, under normal circumstances, at least 80% of its net assets in the securities of very small companies which, at the time of purchase, have a market capitalization within the range of companies represented in the Russell Micro-Cap Growth Index. It invests principally in the common stocks of companies that the fund's investment adviser believes have the potential for significant long-term growth in market value.

Oberweis

Fund Family

Small Growth

Fund Category

1.3B

Net Assets

1995-12-29

Inception Date

Performance Overview

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Trailing returns as of 11/4/2026. Category is Small Growth.

YTD Return

OBMCX
20.51%
Category
12.40%

1-Year Return

OBMCX
18.39%
Category
55.69%

3-Year Return

OBMCX
27.63%
Category
19.34%

5-Year Return

OBMCX
14.22%
Category
20.72%

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