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Oberweis Micro-Cap (OBMCX)

40.07
+0.27
+(0.68%)
As of 8:09:20 AM EDT. Market Open.
Loading Chart for OBMCX
  • Previous Close 39.80
  • YTD Return -13.29%
  • Expense Ratio 1.47%
  • Category Small Growth
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 603.44M
  • Beta (5Y Monthly) 1.37
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 51.00%
  • Last Dividend --
  • Inception Date Dec 29, 1995

The fund invests, under normal circumstances, at least 80% 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. It invests principally in the common stocks of companies that the fund's investment adviser believes have the potential for significant long-term growth in market value.

Oberweis

Fund Family

Small Growth

Fund Category

603.44M

Net Assets

1995-12-29

Inception Date

Performance Overview: OBMCX

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Trailing returns as of 5/7/2025. Category is Small Growth.

YTD Return

OBMCX
13.29%
Category
12.40%
 

1-Year Return

OBMCX
9.19%
Category
55.69%
 

3-Year Return

OBMCX
10.66%
Category
19.34%
 

5-Year Return

OBMCX
24.00%
Category
20.72%
 

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Holdings: OBMCX

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Sector Weightings

SectorOBMCX
Technology   27.81%
Healthcare   24.28%
Industrials   18.07%
Energy   2.78%
Utilities   0.73%
Real Estate   0.00%

Recent News: OBMCX

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Research Reports: OBMCX

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