Oberweis International Opportunities Fund (OBIOX)

Net Asset Value
1 Day
Overall Morningstar Rating
Foreign small/mid growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to maximize long-term capital appreciation. The fund invests normally at least 80% of its net assets in securities of companies based outside the United States. Currently- securities based outside the United States include (1) equity securities of companies that are organized under other than U.S. law or that are primarily traded on an exchange or over-the-counter outside of the United States; or (2) equity securities of companies that have at least 50% of their assets outside of the United States or that derive at least 50% of their revenues from business activities outside of the United States.


1 month+0.50% 3 years+11.11%
3 months-2.18% 5 years+13.01%
1 year+20.42% Since inception+10.21%
Data through --

Peer Comparisonvs. Foreign small/mid growth

Performance 5-yr return+13.01%+10.43%
Expense ratio1.79%1.42%
Risk 5 year sharpe ratio1.050.84
Net assets$878.4M$1.3B
Average market cap$3.2B$3.7B
Average P/E21.121.8
Portfolio turnover153%153%

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Fund Management and Purchase Info

Fund familyOberweis
Fund manager & tenureRalf Scherschmidt / 11 Years
Minimal initial investment$1,000.00
Minimum IRA investment$500.00


International stock90.81%
Fixed income9.19%
U.S. stock0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 19.23%
Energy 17.90%
Hardware 14.66%
Consumer goods 11.25%
Healthcare 11.12%
Top 10 Holdings
Portfolio weighting
-- 2.65%
-- 2.55%
-- 2.45%
-- 2.31%
-- 2.14%
-- 2.01%
-- 1.99%
-- 1.90%
-- 1.87%
-- 1.86%