Oberweis Small-Cap Opportunities Fund

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

#64 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.

See all Oberweis funds

See full Small Growth rankings

See more fund rankings

Performance

The fund has returned 45.60 percent over the past year, 15.76 percent over the past three years, 29.93 percent over the past five years, and 6.54 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.5%
1 Year 45.6%
3 Years (Annualized) 15.8%
5 Years (Annualized) 29.9%
10 Years (Annualized) 6.5%

See more OBSOX performance

Summary

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

Fees are Above Average compared to funds in the same category.
Oberweis Small-Cap Opportunities Fund has an expense ratio of 2.00 percent.

See more OBSOX fees

Risk

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

See more OBSOX risk