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Oberweis International Opportunities (OBIOX) Fund Ranking and Research
Ranking, Research and Recommendation of Oberweis International Opportunities (OBIOX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Ralf A. Scherschmidt
Fund Manager Information
Fund Manager Tenure: 11.2 yearsFund 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 11.2 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
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 |
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% |
Top 10 Holdings in Oberweis International Opportunities (OBIOX) Fund
Discover what Oberweis International Opportunities Fund (OBIOX) manager is buying
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%] | 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%] | 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%] |
Latest News on Oberweis International Opportunities (OBIOX) Fund
See what is happening with Oberweis International Opportunities Fund (OBIOX)
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See more information on Oberweis International Opportunities (OBIOX) Fund
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