Zions Bancorporation N.A. Has 963,000 Holdings in Alphatec Holdings, Inc.
| OBSIX Fund | USD 28.16 0.19 0.68% |
Slightly above 51% of Oberweis Small-cap's investor base is interested to short. The analysis of overall sentiment of trading Oberweis Small Cap Opportunities mutual fund suggests that many investors are impartial at this time. Oberweis Small-cap's investing sentiment can be driven by a variety of factors including economic data, Oberweis Small-cap's earnings reports, geopolitical events, and overall market trends.
Oberweis |
Zions Bancorporation N.A. lifted its position in shares of Alphatec Holdings, Inc. by 108.2 percent in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities Exchange Commission. The firm owned 173,180 shares of the medical technology companys stock after buying an additional 89,992
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Oberweis Small-cap Fundamental Analysis
We analyze Oberweis Small-cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oberweis Small-cap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oberweis Small-cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Year To Date Return
Year To Date Return Comparative Analysis
Oberweis Small is currently under evaluation in year to date return among similar funds. Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Oberweis Small Cap Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Oberweis Small-cap mutual fund to make a market-neutral strategy. Peer analysis of Oberweis Small-cap could also be used in its relative valuation, which is a method of valuing Oberweis Small-cap by comparing valuation metrics with similar companies.
Peers
Oberweis Small-cap Related Equities
| PMDDX | Small-midcap Dividend | 0.49 | ||||
| QUAIX | Ab Small | 0.23 | ||||
| APDSX | Artisan Small | 0.07 | ||||
| RTOUX | Tax-managed | 0.17 | ||||
| TVOYX | Touchstone Small | 0.43 | ||||
| LMBMX | Qs Us | 0.73 |
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.
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