OBSOX : Oberweis Small-Cap Opportunities Fund

OBSOX is a US Stocks Market Small Growth with HIGH fees.

OBSOX

Oberweis Small-Cap Opportunities Fund

FI Score

13 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

13% FI Score
  • obsox
  • Mutual Fund
  • US Stocks
  • Small Growth

Oberweis Small-Cap Opportunities Fund

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

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

Fund Summary

The investment seeks to maximize capital appreciation. The fund invests normally at least 80% 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 of less than $5 billion or with a market capitalization within the range of the holdings of the Russell 2000 Index. The fund invests principally in the common stocks of companies that the adviser believes have the potential for significant long-term growth in market value. It invests in those companies which the adviser considers to have above-average long-term growth potential.

Largest Holdings

Amount Holding
2.89% WW International Inc
2.40% Recro Pharma Inc
2.37% Bottomline Technologies Inc
2.34% CACI International Inc Class A
2.22% Gray Television Inc
2.03% SkyWest Inc
2.03% DMC Global Inc
2.01% Arcosa Inc
1.99% Cornerstone OnDemand Inc
1.95% Inphi Corp
1.88% eHealth Inc
1.87% Deckers Outdoor Corp
1.85% Viavi Solutions Inc
1.82% Knowles Corp
1.79% Vericel Corp
1.77% Tandem Diabetes Care Inc
1.75% Synnex Corp
1.70% Mercury Systems Inc
1.69% McGrath RentCorp
1.69% Bandwidth Inc Class A
1.64% NuVasive Inc
1.60% SPS Commerce Inc
1.60% Axcelis Technologies Inc
1.58% Career Educ C
1.57% Addus HomeCare Corp

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