A strong management team and sound investment process underpin Oberweis Small-Cap Opportunities's Morningstar Quantitative Rating of Gold. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 21.27 / 2.41 %
- Total Assets 187.1 Mil
Adj. Expense Ratio
- 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 106%
Morningstar’s Analysis OBSOX
Will OBSOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.