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Morningstar

Oberweis Emerging Markets Institutional OIEMX

Morningstar Medalist Rating
Medalist Rating as of | See Oberweis Investment Hub
  • NAV / 1-Day Return 11.89  /  0.00
  • Total Assets 18.4 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.73%
  • Turnover 115%

USD | NAV as of May 16, 2024 | 1-Day Return as of May 16, 2024, 10:21 PM GMT+0

Morningstar’s Analysis OIEMX

Will OIEMX 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 OIEMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OIEMX 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 OIEMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Oberweis Emerging Markets Institutional's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings OIEMX

More OIEMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

eMemory Technology Inc

2.46 399,146
Technology

Arcos Dorados Holdings Inc Class A

2.35 380,700
Consumer Cyclical

Arabian Contracting Services Co

2.11 341,280
Communication Services

Control Print Ltd

2.08 337,105
Industrials

Alsea SAB de CV

2.06 333,627
Consumer Cyclical

Park Systems Corp

2.03 329,527
Technology

PT Sumber Alfaria Trijaya Tbk

2.02 328,129
Consumer Defensive

Vtex Ordinary Shares - Class A

1.99 322,672
Technology

Unimicron Technology Corp

1.98 321,142
Technology

Alchip Technologies Ltd

1.98 320,132
Technology