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.
Will OBIOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of OBIOX’s parent organization’s priorities and whether they’re in line with investors’ interests.