Morningstar

Oberweis Small-Cap Opportunities Fund OBSOX

Morningstar Medalist Rating
Medalist Rating as of | See Oberweis Investment Hub
  • NAV / 1-Day Return 39.93  /  +2.44 %
  • Total Assets 2.7B
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 58%

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:09 AM GMT+0

Morningstar’s Analysis OBSOX

Will OBSOX outperform in the 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 OBSOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OBSOX 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 OBSOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Oberweis Small-Cap Opportunities holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings OBSOX

More OBSOX Holdings
  • 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

Sponsor Center