Oberweis Small Cap Opportunities Fund Quote
| OBSIX Fund | USD 27.97 0.22 0.79% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Oberweis Small is trading at 27.97 as of the 1st of December 2024; that is 0.79 percent up since the beginning of the trading day. The fund's open price was 27.75. Oberweis Small has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Oberweis Small Cap Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests normally at least 80 percent of its net assets in the securities of small-cap companies. Its investment adviser considers small-cap companies as those, at the time of initial investment, with a market capitalization within the range of the holdings of the Russell 2000 Index. More on Oberweis Small Cap Opportunities
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Oberweis Mutual Fund Highlights
| Fund Concentration | Oberweis Funds, Large Funds, Small Growth Funds, Small Growth, Oberweis (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Oberweis Small Cap Opportunities [OBSIX] is traded in USA and was established 1st of December 2024. Oberweis Small is listed under Oberweis category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Oberweis family. This fund now has accumulated 337.3 M in assets with minimum initial investment of 1000 K. Oberweis Small Cap is currently producing year-to-date (YTD) return of 23.65%, while the total return for the last 3 years was 9.11%.
Check Oberweis Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Oberweis Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Oberweis Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Oberweis Small Cap Opportunities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Oberweis Small Cap Opportunities Mutual Fund Constituents
| EGBN | Eagle Bancorp | Stock | Financials | |
| SSTK | Shutterstock | Stock | Communication Services | |
| DOOR | Masonite International Corp | Stock | Industrials | |
| ENVA | Enova International | Stock | Financials | |
| ORGO | Organogenesis Holdings | Stock | Health Care | |
| CEVA | CEVA Inc | Stock | Information Technology | |
| EXTR | Extreme Networks | Stock | Information Technology | |
| GDOT | Green Dot | Stock | Financials |
Oberweis Small Cap Risk Profiles
| Mean Deviation | 0.9504 | |||
| Semi Deviation | 1.27 | |||
| Standard Deviation | 1.26 | |||
| Variance | 1.59 |
Oberweis Small Against Markets
Other Information on Investing in Oberweis Mutual Fund
Oberweis Small 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 Small security.
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