Oberweis International Opportunities (OBIOX) Fund Ranking and Research

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

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Fund Manager - Ralf A. Scherschmidt

Fund Manager Information

Fund Manager Tenure: 11.9 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?)

 

Oberweis 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.

 

 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 11.9 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

 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 with other top Foreign Small/Mid Growth category mutual funds

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

Fund	Year to Date	1 Year	3 year	5 year
Oberweis International Opportunities	0.56	1.90	11.41	12.58
AllianzGI International Small-Cap D (ALODX)	14.75	12.88	13.14	8.05	Compare
Fidelity Series International Sm Cap F (FFSTX)	0.46	-1.99	7.37	7.10	Compare
Oppenheimer International Small Co A (OSMAX)	1.93	4.64	13.97	11.31	Compare

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

 

Oberweis International Opportunities (OBIOX) Fund Net Asset

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

Date	Net Asset
05/2016	$828.74M
03/2016	$800.02M
02/2016	$726.83M

More historic net asset information on Oberweis International Opportunities Fund (OBIOX)

  

Oberweis International Opportunities (OBIOX) Fund Portfolio Allocation

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

Date	Cash	Stock	Bond	Other
03/2016	3.12%	93.97%	0%	2.91%
12/2015	3.4%	91.67%	0%	4.93%
09/2015	4.82%	91.11%	0%	4.07%

Click here to see more historic asset allocation information on Oberweis International Opportunities Fund (OBIOX)

 

Top 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)

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Popular pages on Oberweis International Opportunities (OBIOX) Fund

• Oberweis International Opportunities (OBIOX) Fund Research and Recommendation
• Oberweis International Opportunities (OBIOX) Fund Performance Data
• Oberweis International Opportunities (OBIOX) Fund Manager Information
• Historic Oberweis International Opportunities (OBIOX) Fund Asset Allocation Report
• Historic Oberweis International Opportunities (OBIOX) Fund Top 10 Holding Tracking
• Historic Oberweis International Opportunities (OBIOX) Fund Asset Under Management Tracking