lousy performer.) Small-cap offerings with a growth/momentum focus have also struggled, including Oberweis Emerging Growth OBEGX , Turner Small Cap Growth TSCEX, and Bridgeway Small-Cap Growth BRSGX. Among widely held large-cap
members can replicate this screen by clicking here . The screener yielded 21 funds. We highlight two below. Oberweis Emerging Growth OBEGX After a 57% loss in 2008, this fund came roaring back with a 52% return in 2009. Still, its long-term
and turnover is low. Oberweis plans to close the fund if it reaches its roughly $500 million assets. Oberweis Emerging Growth hasn't made the case for itself. This fund returned 52% in 2009, crushing its typical peer's 35.4
turnover is low. Oberweis plans to close the fund if it reaches its roughly $500 million asset capacity. Oberweis Emerging Growth 's worst-to-first story isn't enough to make it appealing . Small-growth funds were punished in 2008
a year under his belt at the fund. Although Oberweis has more experience running domestic siblings like Oberweis Emerging Growth OBEGX , this is his first stint managing a foreign offering. This year's great performance stems partly from
PBHG funds will soon come under new management, so at least a change is in the works. I'd stay away. Oberweis Emerging Growth OBEGX P/E: 29 Standard Deviation: 24 Worst 12-Month Loss: 43% At the very least, this fund's worst year
funds like PIMCO Commodity Real Return PCRDX or Hussman Strategic Growth HSGFX. Higher-risk funds like Oberweis Emerging Growth OBEGX or Fidelity Small Cap Stock FSLCX are fair game too. A version of this article appeared Feb. 20, 2003
before he announced his run for Senate, though, Oberweis named his son Jim Oberweis Jr. as comanager of Oberweis Emerging Growth OBEGX . Oberweis Jr. had already been serving as comanager of Oberweis Mid-Cap OBMDX. Even so, that sounds
We think investors should cast their ballot in favor of a worthier candidate. Changes are in the works for Oberweis Emerging Growth Fund. Long-tenured lead manager Jim Oberweis Sr. recently announced his candidacy for the Republican nomination
Kaufmann KAUFX 26.24 10.36 63 RSI Retire Emerg RSIGX 25.23 6.75 65 Seligman Frontier SLFRX 24.53 -0.4 95 Sunamerica Small SEGAX 24.48 7.85 76 Oberweis Emerging OBEGX 23.93 3.18 81 Delaware Trend DELTX 23.34 13.26 42