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Nasdaq - Delayed Quote USD

Oberweis Small-Cap Opportunities (OBSOX)

22.71
-0.59
(-2.53%)
At close: March 28 at 8:03:47 PM EDT
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  • Previous Close 23.30
  • YTD Return -1.88%
  • Expense Ratio 1.25%
  • Category Small Growth
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.53B
  • Beta (5Y Monthly) 1.18
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 61.00%
  • Last Dividend --
  • Inception Date May 1, 2017

The fund invests normally at least 80% of its net assets in the securities of small-cap companies. Its investment adviser considers small-cap companies as those, at the time of initial investment, with a market capitalization within the range of the holdings of the Russell 2000 Index. The fund invests principally in the common stocks of companies that the adviser believes have the potential for significant long-term growth in market value. It invests in those companies which the adviser considers to have above-average long-term growth potential.

Oberweis

Fund Family

Small Growth

Fund Category

1.53B

Net Assets

2017-05-01

Inception Date

More about Oberweis Small-Cap Opportunities

Performance Overview: OBSOX

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Trailing returns as of 3/27/2025. Category is Small Growth.

YTD Return

OBSOX
1.88%
Category
12.40%
 

1-Year Return

OBSOX
7.91%
Category
55.69%
 

3-Year Return

OBSOX
8.68%
Category
19.34%
 

5-Year Return

OBSOX
19.50%
Category
20.72%
 

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Holdings: OBSOX

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Sector Weightings

SectorOBSOX
Technology   32.27%
Healthcare   19.03%
Consumer Cyclical   15.69%
Industrials   12.91%
Consumer Defensive   10.80%
Financial Services   4.61%
Energy   2.36%
Real Estate   1.31%
Basic Materials   1.01%
Communication Services   0.00%
Utilities   0.00%
View More

Recent News: OBSOX

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Research Reports: OBSOX

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