Oberweis Micro Cap Fund

Class No Load (OBMCX)
Scorecard
3 / 5 Stars
Lipper
4 2 1 1 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

#94 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.

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Performance

The fund has returned 48.88 percent over the past year, 16.68 percent over the past three years, 27.16 percent over the past five years, and 6.27 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 3.1%
1 Year 48.9%
3 Years (Annualized) 16.7%
5 Years (Annualized) 27.2%
10 Years (Annualized) 6.3%

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Summary

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

Fees are Above Average compared to funds in the same category.
Oberweis Micro Cap Fund has an expense ratio of 1.86 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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