2 / 5 Stars
2 1 1 1 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#137 in Small Growth
U.S. News evaluated 215 Small 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 39.96 percent over the past year, 9.62 percent over the past three years, 25.51 percent over the past five years, and 4.24 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||0.2%|
|3 Years (Annualized)||9.6%|
|5 Years (Annualized)||25.5%|
|10 Years (Annualized)||4.2%|
The investment seeks to maximize capital appreciation. The fund invests normally at least 80% of its net assets in the securities of relatively small companies with a market capitalization of less than $1.5 billion at the time of investment. 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.
Fees are Above Average compared to funds in the same category.
Oberweis Emerging Growth Fund has an expense ratio of 1.53 percent.
Risk is High compared to funds in the same category according to Morningstar.