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Morningstar

Oberweis Small-Cap Opportunities Instl OBSIX

Morningstar Medalist Rating
Medalist Rating as of | See Oberweis Investment Hub
  • NAV / 1-Day Return 25.56  /  +0.87 %
  • Total Assets 875.1 Mil
  • 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 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 71%

USD | NAV as of May 07, 2024 | 1-Day Return as of May 07, 2024, 10:24 PM GMT+0

Morningstar’s Analysis OBSIX

Will OBSIX 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 OBSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

A sound investment process and strong management team underpin Oberweis Small-Cap Opportunities Instl's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings OBSIX

More OBSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Umb Ib Money Market Ii

3.54 18.2 Mil
Cash and Equivalents

Axcelis Technologies Inc

2.76 14.2 Mil
Technology

Weatherford International PLC Ordinary Shares - New

2.73 14.1 Mil
Energy

Aehr Test Systems

2.69 13.8 Mil
Technology

Universal Display Corp

2.09 10.7 Mil
Technology

Amphastar Pharmaceuticals Inc

2.03 10.4 Mil
Healthcare

Frontdoor Inc

1.83 9.4 Mil
Consumer Cyclical

TransMedics Group Inc

1.75 9.0 Mil
Healthcare

Oshkosh Corp

1.74 9.0 Mil
Industrials

Encompass Health Corp

1.73 8.9 Mil
Healthcare