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 Small-Cap Opportunities Fund (OBSOX)

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 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+4.37% 3 years+14.05%
3 months+7.57% 5 years+15.18%
1 year+21.76% Since inception+7.06%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+15.18%+13.02%
Expense ratio2.40%1.28%
Risk 5 year sharpe ratio1.031.04
Net assets$11.2M$1.0B
Average market cap$2.0B$3.8B
Average P/E23.829.7
Portfolio turnover150%150%

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 / 15 Years
Minimal initial investment$1,000.00
Minimum IRA investment$500.00


U.S. stock97.69%
Fixed income2.31%
International stock0.00%
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
ROG Rogers Corp2.39%
SKYW SkyWest Inc2.32%
PLCE Childrens Place Inc2.11%
LOGM LogMeIn Inc2.07%
TCMD Tactile Systems Technology Inc2.04%
COHR Coherent Inc1.89%
EXTR Extreme Networks Inc1.83%
CARB Carbonite Inc1.82%
CEVA CEVA Inc1.77%
CAVM Cavium Inc1.74%