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Oberweis Global Opportunities Investor OBEGX

Medalist Rating as of | See Oberweis Investment Hub
  • NAV / 1-Day Return 27.86  /  +0.32 %
  • Total Assets 55.3 Mil
  • Adj. Expense Ratio
    1.520%
  • Expense Ratio 1.520%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Small/Mid Stock
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 73%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:17 PM GMT+0

Morningstar’s Analysis OBEGX

Will OBEGX outperform in future?

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

A strong management team and sound investment process underpin Oberweis Global Opportunities Investor'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 second-costliest quintile among peers.

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Portfolio Holdings OBEGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 39.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Umb Ib Money Market Ii

5.50 2.7 Mil
Cash and Equivalents

Ashtead Technology Holdings PLC Ordinary Shares

4.96 2.4 Mil
Energy

Weatherford International PLC Ordinary Shares - New

4.74 2.3 Mil
Energy

Axcelis Technologies Inc

4.73 2.3 Mil
Technology

Vertiv Holdings Co Class A

4.71 2.3 Mil
Industrials

Alphatec Holdings Inc

3.75 1.9 Mil
Healthcare

Fuji Electric Co Ltd

3.71 1.8 Mil
Industrials

Extreme Networks Inc

3.38 1.7 Mil
Technology

Whitbread PLC

3.09 1.5 Mil
Consumer Cyclical

Veracyte Inc

3.04 1.5 Mil
Healthcare