Morningstar

Oberweis Global Opportunities Fund Institutional Class OBGIX

Morningstar Medalist Rating
Medalist Rating as of | See Oberweis Investment Hub
  • NAV / 1-Day Return 40.99  /  +2.02 %
  • Total Assets 72.7M
  • 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 Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 1:34 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OBGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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Portfolio Holdings OBGIX

More OBGIX 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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