Morningstar

Oberweis Micro Cap Fund Institutional Class OMCIX

Morningstar Medalist Rating
Medalist Rating as of | See Oberweis Investment Hub
  • NAV / 1-Day Return 75.97  /  +4.38 %
  • Total Assets 1.5B
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.00
  • Turnover 41%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:50 PM GMT+0

Morningstar’s Analysis OMCIX

Will OMCIX 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 OMCIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Oberweis Micro Cap Institutional 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
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Portfolio Holdings OMCIX

More OMCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Applied Optoelectronics Inc

8.65 91M
Technology

Ultra Clean Holdings Inc

3.63 38M
Technology

Camtek Ltd

3.08 32M
Technology

Silicon Motion Technology Corp ADR

2.90 30M
Technology

Fastly Inc Class A

2.84 30M
Technology

Tutor Perini Corp

2.78 29M
Industrials

Rush Street Interactive Inc Ordinary Shares - Class A

2.60 27M
Consumer Cyclical

American Superconductor Corp

2.53 27M
Industrials

Primoris Services Corp

2.17 23M
Industrials

Umb Ib Money Market Ii

2.06 22M
Cash and Equivalents

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