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Oberweis Small-Cap Opportunities (OBSOX) Fund Ranking and Research

Ranking, Research and Recommendation of Oberweis Small-Cap Opportunities (OBSOX) Fund

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Graph of Oberweis Small-Cap Opportunities Fund (OBSOX) ManagerFund Manager - Kenneth S. Farsalas

Fund Manager Information

Fund Manager Tenure: 10.5 years
Fund Family: Oberweis
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)

 

Graph of Oberweis Small-Cap Opportunities Fund (OBSOX) ProfileOberweis Small-Cap Opportunities Fund (OBSOX) Profile

Fund Profile and Description

Oberweis Small-Cap Opportunities Fund seeks to maximize capital appreciation. Oberweis Small-Cap Opportunities Fund invests at least 80% of assets in the securities of small-cap companies. Oberweis Small-Cap Opportunities Fund adviser, Oberweis Asset Management, Inc. (“OAM”), considers small-cap companies as those with a market capitalization less than $8 billion at the time of investment.

 

Oberweis Small-Cap Opportunities (OBSOX) Fund Strength What we like about Oberweis Small-Cap Opportunities (OBSOX) Fund

Data for Oberweis Small-Cap Opportunities Fund (OBSOX) as of May 30, 2016

  • Oberweis Small-Cap Opportunities Fund (OBSOX) management has been with Oberweis Small-Cap Opportunities Fund for 10.5 years
  • Oberweis Small-Cap Opportunities Fund (OBSOX) has good mid-term performance (3-year return 8.37% vs 6.86% Small Growth category median performance)
  • Oberweis Small-Cap Opportunities Fund (OBSOX) ratio of up-years vs down years is greater than 2

Oberweis Small-Cap Opportunities Fund (OBSOX) Weakness What we are cautious about Oberweis Small-Cap Opportunities (OBSOX) Fund

Data for Oberweis Small-Cap Opportunities Fund (OBSOX) as of May 30, 2016

  • Oberweis Small-Cap Opportunities Fund (OBSOX) has a less-than-ideal short-term performance (1-year return -11.16% vs -7.74% Small Growth category median performance)
  • Oberweis Small-Cap Opportunities Fund (OBSOX) has a less-than-ideal Long-term performance (5-year return 5.88% vs 7.01% Small Growth category median performance)
  • Oberweis Small-Cap Opportunities Fund (OBSOX) has a Morningstar rating of 3 and below
  • Oberweis Small-Cap Opportunities Fund (OBSOX) has an annual stock turnover rate of 134.00% that is higher than the Small Growth average of 63.11%. This could mean Oberweis Small-Cap Opportunities is more nimble, but also signal potential high tax impact and high trading fees
  • Oberweis Small-Cap Opportunities Fund (OBSOX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.28 that is higher than category average of 15.82
  • Oberweis Small-Cap Opportunities Fund (OBSOX) has a higher expense ratio of 2.00% than its Small Growth average of 1.31%
  • Even though Oberweis Small-Cap Opportunities Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Oberweis Small-Cap Opportunities Fund (OBSOX) performance details as of May 30, 2016

 

What do you think?

 

Compare Oberweis Small-Cap Opportunities Fund (OBSOX)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 Small-Cap Opportunities-3.49-11.168.375.88
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 Small-Cap Opportunities Fund (OBSOX)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 Small-Cap Opportunities Fund (OBSOX) Net Asset TrackingOberweis Small-Cap Opportunities (OBSOX) Fund Net Asset

Track net asset change of Oberweis Small-Cap Opportunities fund (OBSOX)

DateNet Asset
05/2016$8.82M
03/2016$8.60M
02/2016$9.39M
More historic net asset information on Oberweis Small-Cap Opportunities Fund (OBSOX)

  

Graph of Oberweis Small-Cap Opportunities Fund (OBSOX) Portfolio TrackingOberweis Small-Cap Opportunities (OBSOX) Fund Portfolio Allocation

Track portfolio allocation change of Oberweis Small-Cap Opportunities fund (OBSOX)

DateCashStockBondOther
03/20160%99.63%0%0.37%
12/20150%96.05%0%3.95%
09/20150%95.29%0%4.71%
Click here to see more historic asset allocation information on Oberweis Small-Cap Opportunities Fund (OBSOX)

 

graph of Oberweis Small-Cap Opportunities Fund (OBSOX) Top 10 Position TrackingTop 10 Holdings in Oberweis Small-Cap Opportunities (OBSOX) Fund

Discover what Oberweis Small-Cap Opportunities Fund (OBSOX) manager is buying

Mar 30, 2016
Cray Inc [2.49%]
DexCom, Inc. [2.37%]
AMN Healthcare Services Inc AMN [2.32%]
MaxLinear, Inc Class A Common S [2.19%]
Gigamon Inc. Common Stock [2.16%]
Inphi Corporation Common Stock [2.08%]
Express, Inc. Common Stock [1.93%]
ABIOMED, Inc. [1.85%]
PrivateBancorp, Inc. [1.77%]

Dec 30, 2015
DexCom, Inc. [2.81%]
AMN Healthcare Services Inc AMN [2.56%]
Infinera Corporation [2%]
Diplomat Pharmacy, Inc. Common [1.87%]
Gigamon Inc. Common Stock [1.82%]
Cray Inc [1.74%]
Natus Medical Incorporated [1.74%]
Cooper-Standard Holdings Inc. C [1.73%]
PrivateBancorp, Inc. [1.71%]

Sep 29, 2015
DexCom, Inc. [2.7%]
ABIOMED, Inc. [2.6%]
Skechers U.S.A., Inc. Common St [2.51%]
AMN Healthcare Services Inc AMN [2.12%]
Infinera Corporation [2.09%]
BofI Holding, Inc. [1.75%]
Express, Inc. Common Stock [1.65%]
Builders FirstSource, Inc. [1.62%]
Metaldyne Performance Group Inc [1.61%]
Insperity, Inc. Common Stock [1.6%]
Click here for Stock Holding Change Map in Oberweis Small-Cap Opportunities Fund (OBSOX)

  

Latest News on Oberweis Small-Cap Opportunities (OBSOX) Fund

See what is happening with Oberweis Small-Cap Opportunities Fund (OBSOX)

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Oberweis Small-Cap Opportunities Fund (OBSOX) Related ResourcesSee more information on Oberweis Small-Cap Opportunities (OBSOX) Fund

Popular pages on Oberweis Small-Cap Opportunities (OBSOX) Fund

  

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