Oberweis Funds Financial Statements From 2010 to 2024
| OFIGX Fund | USD 10.13 0.08 0.80% |
Check Oberweis Funds financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Oberweis Funds' main balance sheet or income statement drivers, such as , as well as many indicators such as . Oberweis financial statements analysis is a perfect complement when working with Oberweis Funds Valuation or Volatility modules.
Oberweis |
Oberweis Funds Mutual Fund Annual Yield Analysis
Oberweis Funds' Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Oberweis Funds Annual Yield | 0.01 % |
Most of Oberweis Funds' fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oberweis Funds is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Oberweis Funds has an Annual Yield of 0.0126%. This is much higher than that of the Oberweis family and significantly higher than that of the Foreign Large Growth category. The annual yield for all United States funds is notably lower than that of the firm.
Oberweis Funds Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oberweis Funds's current stock value. Our valuation model uses many indicators to compare Oberweis Funds value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oberweis Funds competition to find correlations between indicators driving Oberweis Funds's intrinsic value. More Info.Oberweis Funds is number one fund in annual yield among similar funds. It also is number one fund in net asset among similar funds making up about 478,727,302 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oberweis Funds' earnings, one of the primary drivers of an investment's value.About Oberweis Funds Financial Statements
Oberweis Funds investors use historical fundamental indicators, such as Oberweis Funds' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Oberweis Funds. Please read more on our technical analysis and fundamental analysis pages.
The fund invests, under normal circumstances, at least 80 percent of its net assets in securities of companies based outside the United States. Currently, securities based outside the United States include 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 equity securities of companies that have at least 50 percent of their assets outside of the United States or that derive at least 50 percent of their revenues from business activities outside of the United States. It is non-diversified.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Oberweis Mutual Fund
Oberweis Funds financial ratios help investors to determine whether Oberweis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oberweis with respect to the benefits of owning Oberweis Funds security.
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |