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 Dow Down 0.42% Nasdaq Down 0.05%

Oberweis Emerging Growth (OBEGX)

28.40 Up 0.24(0.85%) Jul 29
Prev Close:28.16
YTD Return*:-2.27%
Net Assets*:60.21M
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for OBEGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
LGND3.9120.76
GIII3.7910.05
ININ3.53-16.79
MEI3.4511.58
NQ3.24-56.67

Fund Basics

Morningstar Overall Rating:
Total Assets:60.21M
Category:Small Growth
Annual Report Expense Ratio (net):1.53%

Performance & Risk

YTD Return:-2.27%
5y Avg Return:18.76%
Rank in Category (ytd):84
% Rank in Category (ytd):11.4%
Beta (3y):1.54
Morningstar Risk Rating:5

Fund Summary

The investment seeks to maximize capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets in the securities of relatively small companies, which, at the time of investment, have a market capitalization of less than or equal to $1.5 billion or are within the range of companies represented in the Russell 2000 Growth Index, whichever is greater and meet the Oberweis Octagon investment criteria. View More
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