What Makes Tetra Tech Inc an Attractive Investment Opportunity?
OBSIX Fund | USD 27.76 0.21 0.75% |
Slightly above 62% of Oberweis Small's investor base is looking to short. The analysis of overall sentiment of trading Oberweis Small Cap Opportunities mutual fund suggests that many investors are alarmed at this time. Oberweis Small's investing sentiment can be driven by a variety of factors including economic data, Oberweis Small's earnings reports, geopolitical events, and overall market trends.
Oberweis |
Polen Capital, an investment management company, released its Polen Global SMID Company Growth third quarter 2024 investor letter. A copy of the letter can be downloaded here. In the third quarter, the fund returned 7.41 and 7.40 percent compared to a 9.37 percent return for the MSCI ACWI SMID Net Index. Negative stock selection and
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Oberweis Small Fundamental Analysis
We analyze Oberweis Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oberweis Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oberweis Small 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.
Three Year Return
Three Year Return Comparative Analysis
Oberweis Small is currently under evaluation in three year return among similar funds. Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
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 mutual fund to make a market-neutral strategy. Peer analysis of Oberweis Small could also be used in its relative valuation, which is a method of valuing Oberweis Small by comparing valuation metrics with similar companies.
Peers
Oberweis Small Related Equities
TFCAX | Tax Free | 0.00 |
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PGBAX | Global Diversified | 0.08 |
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WCAFX | Wealthbuilder Conservative | 0.22 |
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CFAIX | Calvert Conservative | 0.22 |
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ELDFX | Elfun Diversified | 0.36 |
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LIGFX | Lord Abbett | 0.42 |
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FZABX | Fidelity Advisor | 0.96 |
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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.
Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |