Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Oberweis Mutual Funds
View all of Oberweis’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Oberweis Funds List
Share Class Type
1 to 13 of 13 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Oberweis Micro Cap Institutional | OMCIX | Small Growth | 7.81% | 30 | 1.280% | High | Institutional | $1.0 Mil | ||
| Oberweis Micro-Cap | OBMCX | Small Growth | 7.71% | 32 | 1.530% | High | No Load | $1,000 | ||
| Oberweis Small-Cap Opportunities | OBSOX | Small Growth | 15.28% | 8 | 1.250% | Above Average | No Load | $1,000 | ||
| Oberweis Small-Cap Opportunities Instl | OBSIX | Small Growth | 15.38% | 7 | 1.000% | Above Average | Institutional | $1.0 Mil | ||
| Oberweis China Opportunities Instl | OCHIX | China Region | 12.29% | 31 | 1.900% | High | Institutional | $1.0 Mil | ||
| Oberweis Emerging Markets Institutional | OIEMX | Diversified Emerging Mkts | 2.32% | 94 | 1.500% | High | Institutional | $1.0 Mil | ||
| Oberweis Emerging Markets Investor | OBEMX | Diversified Emerging Mkts | 2.18% | 95 | 1.750% | High | No Load | $1,000 | ||
| Oberweis Global Opportunities Instl | OBGIX | Global Small/Mid Stock | 6.18% | 26 | 1.250% | Above Average | Institutional | $1.0 Mil | ||
| Oberweis China Opportunities | OBCHX | China Region | 11.43% | 32 | 2.160% | High | No Load | $1,000 | ||
| Oberweis Global Opportunities Investor | OBEGX | Global Small/Mid Stock | 6.09% | 27 | 1.510% | Above Average | No Load | $1,000 | ||
| Oberweis International Opps Instl | OBIIX | Foreign Small/Mid Growth | 7.76% | 18 | 1.100% | Above Average | Institutional | $1.0 Mil | ||
| Oberweis International Opps Inv | OBIOX | Foreign Small/Mid Growth | 8.38% | 19 | 1.350% | Above Average | No Load | $1,000 | ||
| Oberweis Focused International Gr Fd | OFIGX | Foreign Large Growth | — | 13.11% | 9 | 0.950% | Above Average | Institutional | $100,000 |
Oberweis Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank