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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+3.70% 3 years+16.86%
3 months-0.50% 5 years+11.58%
1 year+12.67% Since inception+6.31%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+11.58%+12.11%
Expense ratio2.18%1.37%
Risk 5 year sharpe ratio0.750.78
Net assets$11.8M$770.2M
Average market cap$1.9B$2.8B
Average P/E27.826.9
Portfolio turnover107%107%

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Fund Management and Purchase Info

Fund familyOberweis
Fund manager & tenureJames Oberweis / 13 Years
Minimal initial investment$1,000.00
Minimum IRA investment$500.00


U.S. stock95.85%
Fixed income2.87%
International stock1.28%
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
DXCM DexCom Inc3.16%
SKX Skechers USA Inc2.67%
SNCR Synchronoss Technologies Inc2.23%
AHS AMN Healthcare Services Inc2.21%
NSP Insperity Inc2.13%
ABMD Abiomed Inc2.10%
ADPT Adeptus Health Inc2.02%
CBM Cambrex Corp1.84%
THRM Gentherm Inc1.76%
DPLO Diplomat Pharmacy Inc1.67%

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