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Oberweis Global Opportunities Instl (OBGIX)

27.35
-0.32
(-1.16%)
As of 8:09:21 AM EDT. Market Open.
Loading Chart for OBGIX
  • Previous Close 27.67
  • YTD Return -9.52%
  • Expense Ratio 1.25%
  • Category World Small/Mid Stock
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 52.62M
  • Beta (5Y Monthly) 1.21
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 103.00%
  • Last Dividend --
  • Inception Date Jan 7, 1987

The fund normally invests at least 80% of its net assets in the securities of relatively small companies, which, at the time of investment, have a market capitalization of less than or equal to $1.5 billion or are within the range of companies represented in the MSCI ACWI Small-Cap Index, whichever is greater. It may invest without limit in U.S. and non-U.S. companies. The fund may invest in equity-linked certificates issued and/or guaranteed by counterparties rated A or better by Moody's or S&P Corporation or issued and/or guaranteed by counterparties deemed to be of similar quality by OAM.

Oberweis

Fund Family

World Small/Mid Stock

Fund Category

52.62M

Net Assets

1987-01-07

Inception Date

Performance Overview: OBGIX

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Trailing returns as of 4/15/2025. Category is World Small/Mid Stock.

YTD Return

OBGIX
9.52%
Category
12.99%
 

1-Year Return

OBGIX
3.51%
Category
53.27%
 

3-Year Return

OBGIX
1.01%
Category
14.94%
 

5-Year Return

OBGIX
12.78%
Category
15.72%
 

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Holdings: OBGIX

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Sector Weightings

SectorOBGIX
Technology   23.30%
Healthcare   23.25%
Industrials   22.21%
Energy   8.00%
Utilities   1.29%
Real Estate   0.00%

Recent News: OBGIX

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Research Reports: OBGIX

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