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Oberweis Small-Cap Opportunities Fund (OBSOX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to maximize capital appreciation. 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 with a market capitalization of less than $5 billion at the time of investment. 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.


1 month+0.36% 3 years+5.55%
3 months+7.14% 5 years+11.50%
1 year-2.55% Since inception+6.10%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+11.50%+7.26%
Expense ratio2.00%1.33%
Risk 5 year sharpe ratio0.540.61
Net assets$9.2M$849.2M
Average market cap$1.7B$3.0B
Average P/E21.826.1
Portfolio turnover134%134%

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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. stock98.41%
International stock1.23%
Fixed income0.37%
Top 5 Sectors
Portfolio weighting
Hardware 18.79%
Consumer goods 16.61%
Industrial materials 15.00%
Healthcare 12.67%
Business service 11.99%
Top 10 Holdings
Portfolio weighting
CRAY Cray Inc2.49%
DXCM DexCom Inc2.37%
AHS AMN Healthcare Services Inc2.32%
MXL MaxLinear Inc2.19%
GIMO Gigamon Inc2.16%
IPHI Inphi Corp2.08%
EXPR Express Inc1.93%
PLAY Dave & Buster's Entertainment Inc1.92%
ABMD Abiomed Inc1.85%
PVTB PrivateBancorp Inc1.77%

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