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Oberweis Micro-Cap (OBMCX)

18.72 Up 0.19(1.03%) Sep 16
Prev Close:18.72
YTD Return*:-4.84%
Net Assets*:36.12M
Yield*:N/A

* As of 31-Aug-14

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

Top Holdings

Symbol% AssetsYTD Return %
PXLW5.5234.65
CPSS4.59-23.32
THRM4.5588.18
GIII4.0713.82
CMGE3.40-24.61

Fund Basics

Morningstar Overall Rating:
Total Assets:36.12M
Category:Small Growth
Annual Report Expense Ratio (net):1.86%

Performance & Risk

YTD Return:-4.84%
5y Avg Return:14.94%
Rank in Category (ytd):85
% Rank in Category (ytd):11.53%
Beta (3y):1.41
Morningstar Risk Rating:5

Fund Summary

The investment seeks capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets in the securities of very small companies which, at the time of purchase, have a market capitalization of less than or equal to $600 million or are within the range of companies represented in the Russell Micro-Cap Growth Index. It invests principally in the common stocks of companies that the fund's investment adviser believes have the potential for significant long-term growth in market value. View More
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