| 16.41 Net Asset Value | +0.31% 1 Day | +28.81% Year-to-Date | Overall Morningstar Rating |
| Foreign small/mid growth Style or Category | No Load Sales Expenses | 2.86% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +12.32% | 3 years | +25.28% | |
| 3 months | +21.74% | 5 years | +4.43% | |
| 1 year | +63.37% | Since inception | +8.09% |
| OBIOX | Category | |
|---|---|---|
| Performance 5-yr return | +4.43% | +3.12% |
| Expense ratio | 2.86% | 1.58% |
| Risk 5 year sharpe ratio | 0.31 | 0.24 |
| Net assets | $36.7M | $767.2M |
| Average market cap | $1.4B | $2.9B |
| Average P/E | 15.4 | 18.9 |
| Portfolio turnover | 280% | 280% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Oberweis |
| Fund manager & tenure | Ralf Scherschmidt / 6 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 19.23% |
| Energy | 17.90% |
| Hardware | 14.66% |
| Consumer goods | 11.25% |
| Healthcare | 11.12% |
| -- International Personal Finance PLC | 3.45% |
| -- Ashtead Group PLC | 3.15% |
| -- Barratt Developments PLC | 3.08% |
| -- Teleperformance | 3.01% |
| -- Petroleum Geo-Services ASA | 2.67% |
| -- Graincorp Limited | 2.64% |
| -- Duerr AG | 2.50% |
| -- China Gas Holdings Ltd. | 2.27% |
| -- Continental Gold Ltd | 2.24% |
| -- 888 Holdings PLC | 2.16% |
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