OBGIX – Oberweis Global Opportunities Instl Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize capital appreciation. The fund normally invests at least 80% of its net assets in the securities of relatively small companies, which, at the time of investment, have a market capitalization of less than or equal to $1.5 billion or are within the range of companies represented in the MSCI ACWI Small-Cap Index, whichever is greater. It may invest without limit in U.S. and non-U.S. companies. The fund may invest in equity-linked certificates issued and/or guaranteed by counterparties rated A or better by Moody's or S&P Corporation or issued and/or guaranteed by counterparties deemed to be of similar quality by OAM.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
OBEGX	Oberweis Global Opportunities Fund Investor Class	No Load	Open			Jan 7, 1987	$45.81M	1.440%	Above Average	$1,000	−$1.56M
OBGIX	Oberweis Global Opportunities Fund Institutional Class	Institutional	Open			May 1, 2017	$26.88M	1.190%	Above Average	$1M	$166,677.87

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