Oberweis Small-cap is trading at 24.08 as of the 26th of March 2025; that is 3.57 percent increase since the beginning of the trading day. The fund's open price was 23.25. Oberweis Small-cap has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 26th of December 2024 and ending today, the 26th of March 2025. 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
Oberweis Small Cap Opportunities [OBSOX] is traded in USA and was established 26th of March 2025. Oberweis Small-cap 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 no minimum investment requirementsOberweis Small Cap is currently producing year-to-date (YTD) return of 1.22%, while the total return for the last 3 years was 5.15%.
Check Oberweis Small-cap 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
Other Information on Investing in Oberweis Mutual Fund
Oberweis Small-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 Small-cap security.