Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Oberweis Micro-Cap Fund (OBMCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to maximize capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets in the securities of very small companies which, at the time of purchase, have a market capitalization of less than or equal to $600 million or are within the range of companies represented in the Russell Micro-Cap Growth Index. It invests principally in the common stocks of companies that the fund's investment adviser believes have the potential for significant long-term growth in market value.


1 month+3.42% 3 years+19.80%
3 months+5.78% 5 years+13.06%
1 year+11.00% Since inception+9.25%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+13.06%+12.11%
Expense ratio1.71%1.37%
Risk 5 year sharpe ratio0.750.78
Net assets$30.3M$770.2M
Average market cap$633.9M$2.8B
Average P/E29.926.9
Portfolio turnover141%141%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyOberweis
Fund manager & tenureJames Oberweis / 14 Years
Minimal initial investment$1,000.00
Minimum IRA investment$500.00


U.S. stock98.79%
International stock1.08%
Fixed income0.13%
Top 5 Sectors
Portfolio weighting
Hardware 22.00%
Industrial materials 14.68%
Business service 10.58%
Consumer goods 9.74%
Healthcare 8.79%
Top 10 Holdings
Portfolio weighting
THRM Gentherm Inc2.95%
IPHI Inphi Corp2.66%
INGN Inogen Inc2.60%
PGTI PGT Inc2.28%
MXL MaxLinear Inc2.16%
LGND Ligand Pharmaceuticals Inc2.09%
BOFI BofI Holding Inc2.07%
CALD Callidus Software Inc2.03%
AHS AMN Healthcare Services Inc1.98%
HQY HealthEquity Inc1.92%

Partner Offers