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Morningstar

Oberweis International Opportunities OBIOX

Morningstar Analyst Rating
Analyst rating as of | See Oberweis Investment Hub
  • NAV / 1-Day Return 17.85  /  1.27 %
  • Total Assets 155.4 Mil
  • Adj. Expense Ratio
    1.600%
  • Expense Ratio 1.600%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 93%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis OBIOX

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.

Veteran leadership deftly steers this risky strategy.

Senior Analyst

Summary

| by Stephen Welch

Oberweis International Opportunities' proven team plies a consistent and well-codified approach. Its institutional shares receive a Morningstar Analyst Rating of Bronze, while the no-load shares come in at Neutral.

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