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Oberweis Small-Cap Opportunities (OBSOX)

34.76 -0.29 (-0.83%)
As of 8:10:21 AM EST. Market Open.
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  • Previous Close 35.05
  • YTD Return 25.99%
  • Expense Ratio 1.25%
  • Category Small Growth
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 2.58B
  • Beta (5Y Monthly) 1.38
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 58.00%
  • Last Dividend --
  • Inception Date May 1, 2017

The fund invests normally at least 80% of its net assets in the securities of small-cap companies. Its investment adviser considers small-cap companies as those, at the time of initial investment, with a market capitalization within the range of the holdings of the Russell 2000 Index. The fund invests principally in the common stocks of companies that the adviser believes have the potential for significant long-term growth in market value. It invests in those companies which the adviser considers to have above-average long-term growth potential.

Oberweis

Fund Family

Small Growth

Fund Category

2.58B

Net Assets

2017-05-01

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Small Growth.

YTD Return

OBSOX
25.99%
Category
12.40%

1-Year Return

OBSOX
30.51%
Category
55.69%

3-Year Return

OBSOX
21.19%
Category
19.34%

5-Year Return

OBSOX
13.77%
Category
20.72%

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