Oberweis Small-Cap Opportunities Instl holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
Oberweis Small-Cap Opportunities Fund Institutional Class OBSIX
- NAV / 1-Day Return 39.79 / −0.15 %
- Total Assets 2.6B
-
Adj. Expense Ratio
1.000%
- Expense Ratio 1.000%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.00
- Turnover 58%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 9:28 PM GMT+0
Morningstar’s Analysis OBSIX
Will OBSIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the OBSIX 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 OBSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Lumentum Holdings Inc | 8.01 | 161M | Technology |
Applied Optoelectronics Inc | 4.51 | 91M | Technology |
Credo Technology Group Holding Ltd | 4.01 | 80M | Technology |
DigitalOcean Holdings Inc | 3.29 | 66M | Technology |
Nova Ltd | 2.64 | 53M | Technology |
SharkNinja Inc | 2.64 | 53M | Consumer Cyclical |
Dana Inc | 2.39 | 48M | Consumer Cyclical |
BrightSpring Health Services Inc | 2.18 | 44M | Healthcare |
Rambus Inc | 1.87 | 38M | Technology |
SiTime Corp Ordinary Shares | 1.82 | 37M | Technology |
United States