Morningstar

Oberweis International Opportunities Fund Investor Class OBIOX

Morningstar Medalist Rating
Medalist Rating as of | See Oberweis Investment Hub
  • NAV / 1-Day Return 25.43  /  −1.01 %
  • Total Assets 402.5M
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.01%
  • Turnover 125%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:11 AM GMT+0

Morningstar’s Analysis OBIOX

Will OBIOX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Oberweis International Opps Inv holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings OBIOX

More OBIOX 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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