2 / 5 Stars
3 2 1 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#40 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 32.91 percent over the past year, 15.43 percent over the past three years, 19.54 percent over the past five years, and 5.97 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-1.5%|
|3 Years (Annualized)||15.4%|
|5 Years (Annualized)||19.5%|
|10 Years (Annualized)||6.0%|
The investment seeks capital appreciation. 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 of less than or equal to $600 million or are 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.
Fees are Above Average compared to funds in the same category.
Oberweis Micro Cap Fund has an expense ratio of 1.86 percent.
Risk is High compared to funds in the same category according to Morningstar.