Oberweis Micro-cap Financials
| OMCIX Fund | USD 50.50 0.23 0.46% |
Oberweis |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Oberweis Micro-cap Fund Summary
Oberweis Micro-cap competes with Barings Emerging, Mondrian Emerging, Angel Oak, Shelton Emerging, and Black Oak. The fund invests, under normal circumstances, at least 80 percent of its net assets in the securities of very small companies which, at the time of purchase, have a market capitalization within the range of companies represented in the Russell Micro-Cap Growth Index. It invests principally in the common stocks of companies that the funds investment adviser believes have the potential for significant long-term growth in market value.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Oberweis Funds |
| Mutual Fund Family | Oberweis |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 323 6166 |
| Currency | USD - US Dollar |
Oberweis Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oberweis Micro-cap's current stock value. Our valuation model uses many indicators to compare Oberweis Micro-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oberweis Micro-cap competition to find correlations between indicators driving Oberweis Micro-cap's intrinsic value. More Info.Oberweis Micro Cap Fund is number one fund in year to date return among similar funds. It also is number one fund in one year return among similar funds reporting about 1.51 of One Year Return per Year To Date Return. 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 Micro-cap's earnings, one of the primary drivers of an investment's value.Oberweis Micro Cap Systematic Risk
Oberweis Micro-cap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oberweis Micro-cap volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Oberweis Micro Cap correlated with the market. If Beta is less than 0 Oberweis Micro-cap generally moves in the opposite direction as compared to the market. If Oberweis Micro-cap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oberweis Micro Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oberweis Micro-cap is generally in the same direction as the market. If Beta > 1 Oberweis Micro-cap moves generally in the same direction as, but more than the movement of the benchmark.
Oberweis Micro-cap December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oberweis Micro-cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oberweis Micro Cap Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oberweis Micro Cap Fund based on widely used predictive technical indicators. In general, we focus on analyzing Oberweis Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oberweis Micro-cap's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.37 | |||
| Information Ratio | 0.0525 | |||
| Maximum Drawdown | 6.15 | |||
| Value At Risk | (2.01) | |||
| Potential Upside | 2.41 |
Other Information on Investing in Oberweis Mutual Fund
Oberweis Micro-cap 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 Micro-cap security.
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