2 / 5 Stars
2 2 1 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#54 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 28.36 percent over the past year, 12.02 percent over the past three years, 20.05 percent over the past five years, and 6.40 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-1.3%|
|3 Years (Annualized)||12.0%|
|5 Years (Annualized)||20.0%|
|10 Years (Annualized)||6.4%|
The investment seeks to maximize capital appreciation. The fund invests normally at least 80% of its net assets in the securities of small-cap companies. Its investment adviser considers small-cap companies as those with a market capitalization of less than $5 billion at the time of investment. The fund invests principally in the common stocks of companies that the adviser believes have the potential for significant long-term growth in market value. It invests in those companies which the adviser considers to have above-average long-term growth potential.
Fees are Above Average compared to funds in the same category.
Oberweis Small-Cap Opportunities Fund has an expense ratio of 2.00 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.