Skip to Content
Morningstar

Oberweis International Opps Instl OBIIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Oberweis Investment Hub

Morningstar’s Analysis OBIIX

Will OBIIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OBIIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OBIIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of OBIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Veteran leadership deftly steers this risky strategy.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

We have qualitatively reviewed Oberweis International Opportunities and reaffirmed its Process and People ratings. This strategy’s proven team plies a consistent and well-codified, albeit time-sensitive approach. The following text is from Sept. 9, 2022.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor