Morningstar

Oberweis Small-Cap Opportunities Fund OBSOX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Oberweis Investment Hub
  • NAV / 1-Day Return $37.25  /  −1.74 %
  • Fund Size $2.7B
  • Adjusted Expense Ratio 1.250%
  • Net Expense Ratio 1.250%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 58%
NAV and 1-Day Return as of

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 34.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Credo Technology Group Holding Ltd

8.20 233M
Technology

Applied Optoelectronics Inc

5.59 159M
Technology

DigitalOcean Holdings Inc

4.26 121M
Technology

Umb Ib Money Market Ii

3.12 89M
Cash and Equivalents

SiTime Corp Ordinary Shares

2.78 79M
Technology

SharkNinja Inc

2.68 76M
Consumer Cyclical

BrightSpring Health Services Inc

2.52 72M
Healthcare

Hinge Health Inc Ordinary Shares - Class A

2.15 61M
Healthcare

Rambus Inc

2.04 58M
Technology

MACOM Technology Solutions Holdings Inc

1.94 55M
Technology

Sponsor Center