Morningstar

Oberweis International Opportunities Fund Institutional Class OBIIX

Morningstar Medalist Rating
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Medalist Rating as of See Oberweis Investment Hub
  • NAV / 1-Day Return $11.45  /  +1.51 %
  • Fund Size $366.1M
  • Adjusted Expense Ratio 1.100%
  • Net Expense Ratio 1.100%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Foreign Small/Mid Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.06%
  • Turnover Ratio 125%
NAV and 1-Day Return as of

Morningstar’s Analysis OBIIX

Will OBIIX 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 OBIIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Oberweis International Opps Instl 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
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Portfolio Holdings OBIIX

More OBIIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Inst Govt Portfolio - I

4.72 19M
Cash and Equivalents

Games Workshop Group PLC

2.85 12M
Consumer Cyclical

Koninklijke Heijmans NV

2.56 10M
Industrials

Storebrand ASA

2.29 9M
Financial Services

Fuji Corp

2.24 9M
Industrials

Enerflex Ltd

2.15 9M
Energy

Tokyo Ohka Kogyo Co Ltd

2.09 9M
Technology

Glanbia PLC

2.04 8M
Consumer Defensive

Food & Life Companies Ltd

2.04 8M
Consumer Cyclical

De'Longhi SpA

2.01 8M
Consumer Cyclical

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