Morningstar

Oberweis Micro-Cap Fund OBMCX

Medalist Rating as of Sep 30, 2026 See Oberweis Investment Hub

Strategy

The investment seeks to maximize capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets in the securities of very small companies which, at the time of purchase, have a market capitalization within the range of companies represented in the Russell Micro-Cap Growth Index. It invests principally in the common stocks of companies that the fund's investment adviser believes have the potential for significant long-term growth in market value.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
OBMCX	Oberweis Micro-Cap Fund	No Load	Open			Dec 29, 1995	$498.75M	1.460%	High	$1,000	$75.23M
OMCIX	Oberweis Micro Cap Fund Institutional Class	Institutional	Open			May 1, 2017	$753.03M	1.210%	High	$1M	$202.83M

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