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Morningstar

Oberweis International Opps Instl OBIIX

Morningstar Medalist Rating
Medalist Rating as of | See Oberweis Investment Hub
  • NAV / 1-Day Return 8.68  /  +0.35 %
  • Total Assets 334.1 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.81%
  • Turnover 103%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

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

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Portfolio Holdings OBIIX

More OBIIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BE Semiconductor Industries NV

3.40 13.4 Mil
Technology

James Hardie Industries PLC

3.37 13.3 Mil
Basic Materials

Daiwa Securities Group Inc

3.22 12.7 Mil
Financial Services

ASM International NV

2.99 11.8 Mil
Technology

Marks & Spencer Group PLC

2.99 11.8 Mil
Consumer Cyclical

Sage Group (The) PLC

2.94 11.6 Mil
Technology

Element Fleet Management Corp

2.76 10.9 Mil
Industrials

Stantec Inc

2.55 10.1 Mil
Industrials

Fuji Electric Co Ltd

2.37 9.3 Mil
Industrials

CTS Eventim AG & Co. KGaA

2.33 9.2 Mil
Communication Services