Oberweis Micro Cap Fund Quote
| OMCIX Fund | USD 42.01 0.23 0.54% |
PerformanceVery Weak
| Odds Of DistressLow
|
Oberweis Micro-cap is trading at 42.01 as of the 21st of March 2025; that is 0.54 percent down since the beginning of the trading day. The fund's open price was 42.24. Oberweis Micro-cap has about a 22 % 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
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. More on Oberweis Micro Cap Fund
Moving together with Oberweis Mutual Fund
| 0.98 | OBEGX | Oberweis Emerging Growth | PairCorr |
| 0.98 | OBGIX | Oberweis Emerging Growth | PairCorr |
| 0.96 | OBMCX | Oberweis Micro Cap | PairCorr |
Moving against Oberweis Mutual Fund
Oberweis Mutual Fund Highlights
| Fund Concentration | Oberweis Funds, Large Funds, Small Growth Funds, Small Growth, Oberweis (View all Sectors) |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Oberweis Micro Cap Fund [OMCIX] is traded in USA and was established 21st of March 2025. Oberweis Micro-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 348.77 M in assets with minimum initial investment of 1000 K. Oberweis Micro Cap is currently producing year-to-date (YTD) return of 2.93%, while the total return for the last 3 years was 11.71%.
Check Oberweis Micro-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 Micro Cap Fund 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 Micro Cap Fund Mutual Fund Constituents
| CDNA | Caredx Inc | Stock | Health Care | |
| BOOM | Dmc Global | Stock | Energy | |
| BOOT | Boot Barn Holdings | Stock | Consumer Discretionary | |
| AXTI | AXT Inc | Stock | Information Technology | |
| ANGO | AngioDynamics | Stock | Health Care | |
| MX | MagnaChip Semiconductor | Stock | Information Technology | |
| MGNI | Magnite | Stock | Communication Services | |
| VCYT | Veracyte | Stock | Health Care |
Oberweis Micro Cap Risk Profiles
| Mean Deviation | 1.37 | |||
| Standard Deviation | 1.71 | |||
| Variance | 2.93 | |||
| Risk Adjusted Performance | (0.10) |
Oberweis Micro-cap Against Markets
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.
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Money Managers Screen money managers from public funds and ETFs managed around the world |