Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | OBIOX Insights | OBIOX Score | OBIOX Performance | OBIOX News | OBIOX Allocation | OBIOX Holdings Change

Oberweis International Opportunities (OBIOX) Fund Ranking and Research

Ranking, Research and Recommendation of Oberweis International Opportunities (OBIOX) Fund

    Last Trade: $24.15 on 5/23/2017, Change: +0.02 (0.08%)

 

Graph of Oberweis International Opportunities Fund (OBIOX) ManagerFund Manager - Ralf A. Scherschmidt

Fund Manager Information

Fund Manager Tenure: 10.3 years
Fund Family: Oberweis
Fund Category: Foreign Small/Mid Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.85)     (What does this score mean?)

 

Graph of Oberweis International Opportunities Fund (OBIOX) ProfileOberweis International Opportunities Fund (OBIOX) Profile

Fund Profile and Description

Oberweis International Opportunities Fund seeks to maximize long-term capital appreciation. Oberweis International Opportunities Fund normally invests at least 80% of net assets in the securities of companies based outside the United States. It generally invests in the stocks of small-size companies. Oberweis International Opportunities Fund may also invest in securities of countries in developed and developing (or emerging) markets. Oberweis International Opportunities Fund generally invests less than 25% of assets in securities of countries in emerging markets.

 

Oberweis International Opportunities (OBIOX) Fund Strength What we like about Oberweis International Opportunities (OBIOX) Fund

Data for Oberweis International Opportunities Fund (OBIOX) as of May 30, 2016

  • Oberweis International Opportunities Fund (OBIOX) management has been with Oberweis International Opportunities Fund for 10.3 years
  • Oberweis International Opportunities Fund (OBIOX) has good short-term performance (1-year return 1.90% vs -3.20% Foreign Small/Mid Growth category median performance)
  • Oberweis International Opportunities Fund (OBIOX) has good mid-term performance (3-year return 11.41% vs 4.93% Foreign Small/Mid Growth category median performance)
  • Oberweis International Opportunities Fund (OBIOX) has good Long-term performance (5-year return 12.58% vs 5.05% Foreign Small/Mid Growth category median performance)
  • Oberweis International Opportunities Fund (OBIOX) has a Morningstar rating of 4 and above
  • Asset base in Oberweis International Opportunities Fund (OBIOX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

Oberweis International Opportunities Fund (OBIOX) Weakness What we are cautious about Oberweis International Opportunities (OBIOX) Fund

Data for Oberweis International Opportunities Fund (OBIOX) as of May 30, 2016

  • Oberweis International Opportunities Fund (OBIOX) ratio of up-years vs down years can be improved
  • Oberweis International Opportunities Fund (OBIOX) has an annual stock turnover rate of 214.00% that is higher than the Foreign Small/Mid Growth average of 72.60%. This could mean Oberweis International Opportunities is more nimble, but also signal potential high tax impact and high trading fees
  • Oberweis International Opportunities Fund (OBIOX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.74 that is higher than category average of 12.12
  • Oberweis International Opportunities Fund (OBIOX) has a higher expense ratio of 1.60% than its Foreign Small/Mid Growth average of 1.52%
  • Even though Oberweis International Opportunities Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Oberweis International Opportunities Fund (OBIOX) performance details as of May 30, 2016

 

What do you think?

 

Compare Oberweis International Opportunities Fund (OBIOX)Compare with other top Foreign Small/Mid Growth category mutual funds

Aadditional top Foreign Small/Mid Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Oberweis International Opportunities0.561.9011.4112.58
AllianzGI International Small-Cap D (ALODX)14.7512.8813.148.05Compare
Fidelity Series International Sm Cap F (FFSTX)0.46-1.997.377.10Compare
Oppenheimer International Small Co A (OSMAX)1.934.6413.9711.31Compare

See top fund managers for Foreign Small/Mid Growth Category Funds

 

Graph of Oberweis International Opportunities Fund (OBIOX) Net Asset TrackingOberweis International Opportunities (OBIOX) Fund Net Asset

Track net asset change of Oberweis International Opportunities fund (OBIOX)

DateNet Asset
05/2016$828.74M
03/2016$800.02M
02/2016$726.83M
More historic net asset information on Oberweis International Opportunities Fund (OBIOX)

  

Graph of Oberweis International Opportunities Fund (OBIOX) Portfolio TrackingOberweis International Opportunities (OBIOX) Fund Portfolio Allocation

Track portfolio allocation change of Oberweis International Opportunities fund (OBIOX)

DateCashStockBondOther
03/20163.12%93.97%0%2.91%
12/20153.4%91.67%0%4.93%
09/20154.82%91.11%0%4.07%
Click here to see more historic asset allocation information on Oberweis International Opportunities Fund (OBIOX)

 

graph of Oberweis International Opportunities Fund (OBIOX) Top 10 Position TrackingTop 10 Holdings in Oberweis International Opportunities (OBIOX) Fund

Discover what Oberweis International Opportunities Fund (OBIOX) manager is buying

Mar 30, 2016
CCL Industries Inc B- Non-Voting [2.38%]
Admiral Group PLC [2.34%]
Brembo SpA [2.3%]
Hochtief AG [1.99%]
Treasury Wine Estates Ltd [1.92%]
BlueScope Steel Ltd [1.87%]
Micro Focus International PLC [1.77%]
VESTA WIND SYSTEMS P [1.72%]
KION GROUP [1.71%]
Rheinmetall AG [1.65%]

Dec 30, 2015
Admiral Group PLC [1.91%]
CCL Industries Inc B- Non-Voting [1.89%]
NEXON CO LTD [1.84%]
Betfair Group PLC [1.77%]
Swedish Orphan Biovitrum AB [1.76%]
Berkeley Group Holdings (The) PLC [1.69%]
Micro Focus International PLC [1.67%]
Eaton Vance Ohio Municipal Inco [1.55%]
GENMAB A/S DKK [1.53%]

Sep 29, 2015
Dollarama Inc [2.11%]
PANDORA A/S [2.03%]
Admiral Group PLC [1.79%]
GALENICA HOLDING AG [1.69%]
TREND MICRO INC (TOK [1.65%]
Berkeley Group Holdings (The) PLC [1.56%]
NEXITY -A- [1.55%]
CCL Industries Inc [1.54%]
MEDA AB A SHS [1.54%]
SMA Solar Technology AG [1.51%]
Click here for Stock Holding Change Map in Oberweis International Opportunities Fund (OBIOX)

  

Latest News on Oberweis International Opportunities (OBIOX) Fund

See what is happening with Oberweis International Opportunities Fund (OBIOX)

 

Oberweis International Opportunities Fund (OBIOX) Related ResourcesSee more information on Oberweis International Opportunities (OBIOX) Fund

Popular pages on Oberweis International Opportunities (OBIOX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update