Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Monday, November 9, 2009, 6:25PM ET - U.S. Markets Closed. Dow Up 2.03% Nasdaq Up 1.97%
Oberweis Micro-Cap (OBMCX)On Nov 9: 9.80  Up 0.11 (1.14%)  
MORE ON OBMCX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Sep-09Get Profile for:
Oberweis Micro-Cap
3333 Warrenville Road Suite 500 Lisle IL 60532
Map
Phone: 800-245-7311
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Small Growth
Fund Family:Oberweis
Net Assets:27.35M
Year-to-Date Return:47.34%
Yield:0.00%
Morningstar Rating:3 stars
Fund Inception Date:29-Dec-95
MORNINGSTAR STYLE BOX 
Small Growth
[View Category Definition]
View Top Small Growth Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
James W. Oberweis
Lead Manager since 01-Jan-96
Oberweis, president and portfolio manager of OAM, has been a member of the portfolio management team at OAM since 1996.
INVESTMENT INFORMATION 
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
OBMCX can be purchased from 14 brokerages.
FUND SUMMARY 
The investment seeks capital appreciation. The 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.
FUND OPERATIONS 
Last Dividend YFT_NOT_APPLICABLE_ABBREVIATION
Last Cap Gain (29-Dec-08): 0.34
Annual Holdings Turnover 81.00%
Average for Category: 120.37%
FEES & EXPENSES 
ExpenseOBMCXCategory
Avg
Total Expense Ratio:1.69% 1.60%
Max 12b1 Fee:0.25% N/A
Max Front End Sales Load:% 5.37%
Max Deferred Sales Load:% 2.61%
3 Yr Expense Projection*: $ 533$675
5 Yr Expense Projection*: $ 918$1,071
10 Yr Expense Projection*: $ 1,998$2,161
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials