Morningstar

Oberweis Global Opportunities Fund Investor Class OBEGX

Morningstar Medalist Rating
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Medalist Rating as of See Oberweis Investment Hub
  • NAV / 1-Day Return $36.86  /  +3.42 %
  • Fund Size $67.3M
  • Adjusted Expense Ratio 1.440%
  • Net Expense Ratio 1.440%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Global Small/Mid Stock
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 85%
NAV and 1-Day Return as of

Morningstar’s Analysis OBEGX

Will OBEGX outperform in the 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 OBEGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Oberweis Global Opportunities Investor holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings OBEGX

More OBEGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Credo Technology Group Holding Ltd

5.88 4M
Technology

DigitalOcean Holdings Inc

4.60 3M
Technology

Lumentum Holdings Inc

3.34 2M
Technology

MACOM Technology Solutions Holdings Inc

3.22 2M
Technology

Games Workshop Group PLC

3.15 2M
Consumer Cyclical

Applied Optoelectronics Inc

3.14 2M
Technology

Diploma PLC

2.79 2M
Industrials

Rambus Inc

2.78 2M
Technology

Umb Ib Money Market Ii

2.75 2M
Cash and Equivalents

Veracyte Inc

2.70 2M
Healthcare

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