5 / 5 Stars
5 5 2 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#2 in Foreign Small/Mid Growth
U.S. News evaluated 35 Foreign Small/Mid Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 34.83 percent over the past year, 20.29 percent over the past three years, and 25.94 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.1%|
|3 Years (Annualized)||20.3%|
|5 Years (Annualized)||25.9%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize long-term capital appreciation. The fund invests normally at least 80% of its net assets in securities of companies based outside the United States. Currently, securities based outside the United States include (1) equity securities of companies that are organized under other than U.S. law or that are primarily traded on an exchange or over-the-counter outside of the United States; or (2) equity securities of companies that have at least 50% of their assets outside of the United States or that derive at least 50% of their revenues from business activities outside of the United States.
Fees are Below Average compared to funds in the same category.
Oberweis International Opportunities Fund has an expense ratio of 1.60 percent.
Risk is High compared to funds in the same category according to Morningstar.