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Oberweis Small-Cap Opportunities OBSOX

Quantitative rating as of
  • NAV / 1-Day Return 21.27  /  2.41 %
  • Total Assets 187.1 Mil
  • Adj. Expense Ratio
    1.550%
  • 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.

Summary

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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.

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