1 / 5 Stars
1 1 1 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#109 in Small Growth
U.S. News evaluated 219 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 27.33 percent over the past year, 9.72 percent over the past three years, 18.76 percent over the past five years, and 4.12 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-2.3%|
|3 Years (Annualized)||9.7%|
|5 Years (Annualized)||18.8%|
|10 Years (Annualized)||4.1%|
The investment seeks to maximize capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets in the securities of relatively small companies, which, at the time of investment, have a market capitalization of less than or equal to $1.5 billion or are within the range of companies represented in the Russell 2000 Growth Index, whichever is greater and meet the Oberweis Octagon investment criteria.
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.