OBSIX – Oberweis Small-Cap Opportunities Instl Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize capital appreciation. The fund invests normally at least 80% of its net assets in the securities of small-cap companies. Its investment adviser considers small-cap companies as those, at the time of initial investment, with a market capitalization within the range of the holdings of the Russell 2000 Index. The fund invests principally in the common stocks of companies that the adviser believes have the potential for significant long-term growth in market value. It invests in those companies which the adviser considers to have above-average long-term growth potential.

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
OBSOX	Oberweis Small-Cap Opportunities Fund	No Load	Open			Sep 16, 1996	$561.83M	1.250%	Above Average	$1,000	$64.11M
OBSIX	Oberweis Small-Cap Opportunities Fund Institutional Class	Institutional	Open			May 1, 2017	$2.07B	1.000%	Above Average	$1M	$295.85M

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