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Oberweis International Opps Instl (OBIIX)

9.34
+0.15
+(1.63%)
At close: 8:04:23 PM EDT
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  • Previous Close 9.19
  • YTD Return 4.28%
  • Expense Ratio 1.10%
  • Category Foreign Small/Mid Growth
  • Last Cap Gain -46.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 341.99M
  • Beta (5Y Monthly) 1.17
  • Yield 3.10%
  • 5y Average Return --
  • Holdings Turnover 99.00%
  • Last Dividend 0.29
  • Inception Date Feb 1, 2007

The fund invests normally at least 80% of its net assets in securities of companies based outside the United States. Currently, securities based outside the United States include (1) equity securities of companies that are organized under other than U.S. law or that are primarily traded on an exchange or over-the-counter outside of the United States; or (2) equity securities of companies that have at least 50% of their assets outside of the United States or that derive at least 50% of their revenues from business activities outside of the United States.

Oberweis

Fund Family

Foreign Small/Mid Growth

Fund Category

341.99M

Net Assets

2007-02-01

Inception Date

Performance Overview: OBIIX

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Trailing returns as of 4/15/2025. Category is Foreign Small/Mid Growth.

YTD Return

OBIIX
4.28%
Category
7.70%
 

1-Year Return

OBIIX
5.48%
Category
42.00%
 

3-Year Return

OBIIX
3.41%
Category
13.14%
 

5-Year Return

OBIIX
10.47%
Category
14.91%
 

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Holdings: OBIIX

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Sector Weightings

SectorOBIIX
Industrials   39.59%
Healthcare   4.36%
Energy   4.00%
Technology   3.87%
Utilities   0.62%
Real Estate   0.00%

Recent News: OBIIX

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Research Reports: OBIIX

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