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

Mutual Fund Insights: Oberweis Micro-Cap Fund (OBMCX)

In-depth Analysis of Oberweis Micro-Cap Fund (OBMCX)

Mutual fund chart: Oberweis Micro-Cap Fund (OBMCX)

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See Oberweis Micro-Cap Fund (OBMCX) performance details as of January 31, 2010

  

    Last Trade: $10.47 on 3/18/2010, Change: -0.04 (-0.38%)
Experiment our closing price forecasting tool for Oberweis Micro-Cap Fund (OBMCX) (alpha release)

  

Fund Manager - James W. Oberweis

Fund Manager Tenure: 14.2 years
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)
Oberweis, president and portfolio manager of OAM, has been a member of the portfolio management team at OAM since 1996.  Get more insights on James W. Oberweis

  

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

Data for Oberweis Micro-Cap Fund (OBMCX) as of January 31, 2010

  • Oberweis Micro-Cap Fund (OBMCX) management has been with Oberweis Micro-Cap Fund for 14.2 years
  • Oberweis Micro-Cap Fund (OBMCX) has good short-term performance (1-year return 45.97% vs 39.62% Small Growth category average)
  • Oberweis Micro-Cap Fund (OBMCX) ratio of up-years vs down years is greater than 2
  • Oberweis Micro-Cap Fund (OBMCX) has an annual stock turnover rate of 81.00% vs Small Growth average of 131.92%. It is good that Oberweis Micro-Cap management does not trade extensively for its return.

  

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

Data for Oberweis Micro-Cap Fund (OBMCX) as of January 31, 2010

  • Oberweis Micro-Cap Fund is a focused fund with 30.50% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Oberweis Micro-Cap Fund (OBMCX) has a less-than-ideal mid-term performance (3-year return -11.85% vs -6.96% Small Growth category average)
  • Oberweis Micro-Cap Fund (OBMCX) has a less-than-ideal Long-term performance (5-year return -2.56% vs 0.25% Small Growth category average)
  • Oberweis Micro-Cap Fund (OBMCX) has a Morningstar rating of 3 and below
  • Oberweis Micro-Cap Fund (OBMCX) is less safe compared to its Small Growth peers
  • Oberweis Micro-Cap Fund (OBMCX) does not have a good risk adjusted return as its 3-year Alpha of -1.06 is worse than category average of 2.43, and its 3-year Sharpe ratio is -0.36
  • Oberweis Micro-Cap Fund (OBMCX) is more volatile than its peers as it has a 3-year Standard Deviation of 29.02 that is higher than category average of 24.84
  • Oberweis Micro-Cap Fund (OBMCX) has a higher management fee of 1.69% than its Small Growth average of 1.60%
  • 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 January 31, 2010

  

  

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Oberweis Micro-Cap Fund (OBMCX) Net Asset

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

DateNet Asset
01/2010$24.70M
11/2009$24.40M
10/2009$25.00M
More historic net asset information on Oberweis Micro-Cap Fund (OBMCX)

  

Oberweis Micro-Cap Fund (OBMCX) Portfolio Allocation

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

DateCashStockBondOther
09/20090.4%99.49%0%0.11%
06/20090.86%98.95%0%0.19%
03/20090%110.82%0%0.14%
Click here to see more historic asset allocation information on Oberweis Micro-Cap Fund (OBMCX)

  

Most Recent Top 10 Holdings in Oberweis Micro-Cap Fund (OBMCX)

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

30-Sep-09
Hi-Tech Pharmacal Co., Inc. [4.33%]
IPC The Hospitalist Company, In [3.34%]
Perma-Fix Environmental Service [3.15%]
Acacia Research Corporation [3.09%]
ClickSoftware Technologies Ltd. [2.91%]
Arc Sight, Inc. [2.9%]
Endologix Inc [2.89%]
True Religion Apparel, Inc. [2.65%]
Maxwell Technologies, Inc. [2.63%]
G S E SYSTEMS INC [2.61%]

30-Jun-09
ClickSoftware Technologies Ltd. [4.92%]
Ebix Inc [4.33%]
Synovis Life Technologies, Inc. [4.21%]
IPC The Hospitalist Company, In [3.57%]
Perma-Fix Environmental Service [3.38%]
Arc Sight, Inc. [3.32%]
Repligen Corporation [2.89%]
True Religion Apparel, Inc. [2.86%]
G S E SYSTEMS INC [2.71%]
NVE Corporation [2.64%]

31-Mar-09
Price/Earnings [0%]
N/A [0%]
N/A [0%]
Median Market Cap [0%]
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Click here for Stock Holding Change Map in Oberweis Micro-Cap Fund (OBMCX)

  

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Latest News on Oberweis Micro-Cap (OBMCX)

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