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Oberweis Micro-Cap (OBMCX) Fund Ranking and Research

Ranking, Research and Recommendation of Oberweis Micro-Cap (OBMCX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Oberweis Micro-Cap Fund (OBMCX) ManagerFund Manager - James W. Oberweis

Fund Manager Information

Fund Manager Tenure: 18.0 years
Fund Family: Oberweis
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)
Jim is President of Oberweis Asset Management and oversees all investment research at Oberweis. He has spent his entire career managing portfolios of high growth, small cap companies. Jim is a holder of the Chartered Financial Analyst (CFA) designation. Jim earned an MBA with high honors from the University of Chicago and a BS in Computer Science from the University of Illinois. He has been a featured guest on CNBC and Bloomberg television and authors a growth stock column for Forbes. Jim is a member of the Young Presidents Organization (YPO), the Economic Club of Chicago, the Investment Analysts Society of Chicago, and the CFA Institute.  Get more insights on James W. Oberweis

 

Graph of Oberweis Micro-Cap Fund (OBMCX) ProfileOberweis Micro-Cap Fund (OBMCX) Profile

Fund Profile and Description

Oberweis Micro-Cap Fund seeks capital appreciation. Oberweis Micro-Cap Fund normally invests at least 80% of net assets in the securities of very small companies with a market capitalization of $400 million or less at the time of investment. It invests in those companies which OAM considers to have above-average long-term growth potential.

 

Oberweis Micro-Cap (OBMCX) Fund Strength What we like about Oberweis Micro-Cap (OBMCX) Fund

Data for Oberweis Micro-Cap Fund (OBMCX) as of May 30, 2016

  • Oberweis Micro-Cap Fund (OBMCX) management has been with Oberweis Micro-Cap Fund for 18.0 years
  • Oberweis Micro-Cap Fund (OBMCX) has good short-term performance (1-year return 6.55% vs -7.74% Small Growth category median performance)
  • Oberweis Micro-Cap Fund (OBMCX) has good mid-term performance (3-year return 12.02% vs 6.86% Small Growth category median performance)
  • Oberweis Micro-Cap Fund (OBMCX) has good Long-term performance (5-year return 9.47% vs 7.01% Small Growth category median performance)
  • Oberweis Micro-Cap Fund (OBMCX) ratio of up-years vs down years is greater than 2
  • Asset base in Oberweis Micro-Cap Fund (OBMCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Oberweis Micro-Cap Fund (OBMCX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.48, lower than category average of 15.82

Oberweis Micro-Cap Fund (OBMCX) Weakness What we are cautious about Oberweis Micro-Cap (OBMCX) Fund

Data for Oberweis Micro-Cap Fund (OBMCX) as of May 30, 2016

  • Oberweis Micro-Cap Fund (OBMCX) has a Morningstar rating of 3 and below
  • Oberweis Micro-Cap Fund (OBMCX) has an annual stock turnover rate of 133.00% that is higher than the Small Growth average of 63.11%. This could mean Oberweis Micro-Cap is more nimble, but also signal potential high tax impact and high trading fees
  • Oberweis Micro-Cap Fund (OBMCX) has a higher expense ratio of 1.72% than its Small Growth average of 1.31%
  • Even though Oberweis Micro-Cap Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Oberweis Micro-Cap Fund (OBMCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Oberweis Micro-Cap Fund (OBMCX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Oberweis Micro-Cap3.906.5512.029.47
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Oberweis Micro-Cap Fund (OBMCX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Oberweis Micro-Cap Fund (OBMCX) Net Asset TrackingOberweis Micro-Cap (OBMCX) Fund Net Asset

Track net asset change of Oberweis Micro-Cap fund (OBMCX)

DateNet Asset
05/2016$51.75M
03/2016$50.74M
02/2016$48.29M
More historic net asset information on Oberweis Micro-Cap Fund (OBMCX)

  

Graph of Oberweis Micro-Cap Fund (OBMCX) Portfolio TrackingOberweis Micro-Cap (OBMCX) Fund Portfolio Allocation

Track portfolio allocation change of Oberweis Micro-Cap fund (OBMCX)

DateCashStockBondOther
03/20160%96.84%0%3.16%
12/20150%93.44%0%6.56%
09/20150%99.27%0%0.73%
Click here to see more historic asset allocation information on Oberweis Micro-Cap Fund (OBMCX)

 

graph of Oberweis Micro-Cap Fund (OBMCX) Top 10 Position TrackingTop 10 Holdings in Oberweis Micro-Cap (OBMCX) Fund

Discover what Oberweis Micro-Cap Fund (OBMCX) manager is buying

Mar 30, 2016
MaxLinear, Inc Class A Common S [2.45%]
Inphi Corporation Common Stock [2.41%]
AMN Healthcare Services Inc AMN [2.35%]
Gibraltar Industries, Inc. [2.06%]
Gigamon Inc. Common Stock [1.96%]
U S Concrete, Inc. [1.93%]
Nautilus, Inc. Common Stock [1.86%]
BroadSoft, Inc. [1.85%]
Patrick Industries, Inc. [1.77%]

Dec 30, 2015
MaxLinear, Inc Class A Common S [2.03%]
AMN Healthcare Services Inc AMN [2.02%]
Callidus Software, Inc. [1.85%]
Cooper-Standard Holdings Inc. C [1.71%]
BroadSoft, Inc. [1.69%]
XO Group, Inc. Common Stock [1.69%]
Gentherm Inc [1.67%]
CEVA, Inc. [1.65%]
Infoblox Inc. Common Stock [1.65%]

Sep 29, 2015
Inphi Corporation Common Stock [2.8%]
MaxLinear, Inc Class A Common S [2.51%]
Callidus Software, Inc. [2.35%]
BofI Holding, Inc. [2.25%]
Inogen, Inc [2.1%]
PGT, Inc. [2.05%]
LHC Group [2.02%]
AMN Healthcare Services Inc AMN [1.99%]
Pericom Semiconductor Corporati [1.98%]
AtriCure, Inc. [1.89%]
Click here for Stock Holding Change Map in Oberweis Micro-Cap Fund (OBMCX)

  

Latest News on Oberweis Micro-Cap (OBMCX) Fund

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Oberweis Micro-Cap Fund (OBMCX) Related ResourcesSee more information on Oberweis Micro-Cap (OBMCX) Fund

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