Morningstar

Oberweis International Opportunities Fund Institutional Class OBIIX

Morningstar Medalist Rating
Medalist Rating as of | See Oberweis Investment Hub
  • NAV / 1-Day Return 12.12  /  +0.83 %
  • Total Assets 391.0M
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 1.01%
  • Turnover 125%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

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
Rated on Published on

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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

Games Workshop Group PLC

2.61 10M
Consumer Cyclical

CES Energy Solutions Corp

2.52 9M
Energy

Storebrand ASA

2.43 9M
Financial Services

Mitsui E&S Co Ltd

2.34 9M
Industrials

SBM Offshore NV

2.25 8M
Energy

Food & Life Companies Ltd

2.24 8M
Consumer Cyclical

Enerflex Ltd

2.03 8M
Energy

Fidelity Inst Govt Portfolio - I

2.00 7M
Cash and Equivalents

IMI PLC

1.96 7M
Industrials

Mitsui Kinzoku Co Ltd

1.94 7M
Industrials

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