Oberweis Global Opportunities Instl holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Oberweis Global Opportunities Fund Institutional Class OBGIX
- NAV / 1-Day Return 41.62 / −1.96 %
- Total Assets 74.8M
-
Adj. Expense Ratio
1.190%
- Expense Ratio 1.190%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Global Small/Mid Stock
- Investment Style Mid Growth
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.00
- Turnover 85%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:11 AM GMT+0
Morningstar’s Analysis OBGIX
Will OBGIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the OBGIX 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 OBGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Lumentum Holdings Inc | 4.62 | 3M | Technology |
Applied Optoelectronics Inc | 4.61 | 3M | Technology |
Credo Technology Group Holding Ltd | 4.48 | 3M | Technology |
DigitalOcean Holdings Inc | 3.23 | 2M | Technology |
SharkNinja Inc | 3.13 | 2M | Consumer Cyclical |
Games Workshop Group PLC | 2.94 | 2M | Consumer Cyclical |
Diploma PLC | 2.76 | 2M | Industrials |
Sumitomo Pharma Co Ltd | 2.73 | 2M | Healthcare |
Ryohin Keikaku Co Ltd | 2.73 | 2M | Consumer Cyclical |
Umb Ib Money Market Ii | 2.62 | 2M | Cash and Equivalents |
United States