OBIVX : Oberweis Small-Cap Value Fund Investor Class

OBIVX is a US Stocks Market Small Value with HIGH fees.

OBIVX

Oberweis Small-Cap Value Fund Investor Class

FI Score

14 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

14% FI Score
  • obivx
  • Mutual Fund
  • US Stocks
  • Small Value

Oberweis Small-Cap Value Fund Investor Class

Expenses: 1.55% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund seeks to achieve its objective by making intermediate and long-term investments in domestic, publicly-traded equity securities of small capitalization companies. Under normal circumstances, at least 80% of the fund's net assets (plus the amount of borrowings, if any) will be invested in securities of small capitalization companies ("80% investment policy").

Largest Holdings

Amount Holding
2.62% Old National Bancorp
2.54% Williams-Sonoma Inc
2.50% Heritage Insurance Holdings Inc
2.41% Triumph Bancorp Inc
2.39% Simmons First National Corp Class A
2.38% Central Pacific Financial Corp
2.25% MasTec Inc
2.24% Stifel Financial Corp
2.21% Ryman Hospitality Properties Inc
2.04% Oshkosh Corp
2.03% Science Applications International Corp
2.02% New Jersey Resources Corp
1.97% Southwest Gas Holdings Inc
1.94% Physicians Realty Trust
1.92% CNO Financial Group Inc
1.90% National Healthcare Corp
1.89% Fulton Financial Corp
1.87% Vishay Intertechnology Inc
1.86% Portland General Electric Co
1.81% Air Transport Services Group Inc
1.75% Hope Bancorp Inc
1.74% Associated Banc-Corp
1.73% Radian Group Inc
1.65% Wolverine World Wide Inc
1.62% Granite Construction Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo