Oberweis Emerging Growth
3333 Warrenville Road Suite 500 Lisle IL 60532
Map
Phone: 800-245-7311
| Category: | Small Growth | | Fund Family: | Oberweis | | Net Assets: | 105.25M | | Year-to-Date Return: | 34.52% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Jan-87 |
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James W. Oberweis
Lead Manager since
04-Nov-01 | | | Oberweis, president and portfolio manager of OAM, has been a member of the portfolio management team at OAM since 1996. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks maximize capital appreciation. The fund normally invests at least 80% of net assets in the securities of relatively small companies with a market capitalization of less than $1.5 billion at the time of investment. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(29-Dec-08):
| 0.38 | | Annual Holdings Turnover
| 89.00% | | Average for Category:
| 132.21% |
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| Expense | OBEGX | Category
Avg | | Total Expense Ratio: | 1.40%
| 1.61% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 443 | $680 | | 5 Yr Expense Projection*: |
$ 766 | $1,078 | | 10 Yr Expense Projection*: |
$ 1,680 | $2,174 |
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0.34% Nasdaq 0.00%
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