Oberweis International Opportunities is led by the strategy’s architect and a skilled team. Its approach is effective but risky, and that earns the fund’s Institutional shares a Morningstar Analyst Rating of Bronze, while the no-load shares are rated Neutral.
Oberweis International Opportunities OBIOX
NAV / 1-Day Return
33.27
/
0.15
%
Total Assets
349.5 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.600%
Expense Ratio
1.600%
Fee Level
High
Longest Manager Tenure
14.39
years
Category
Foreign Small/Mid Growth
Investment Style
Mid GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.37%
Turnover
130%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will OBIOX outperform in 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 OBIOX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the OBIOX 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 OBIOX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Risky.
