Dow Up 0.48% Nasdaq Up 0.43%

Oberweis Micro-Cap (OBMCX)

18.65 Up 0.05(0.27%) Aug 19
Prev Close:18.60
YTD Return*:-8.53%
Net Assets*:39.16M
Yield*:N/A

* As of 31-Jul-14

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

Top Holdings

Symbol% AssetsYTD Return %
GIII3.884.83
CMGE3.65-43.20
SILC2.73-40.24
MONT2.7132.43
THRM2.6964.49

Fund Basics

Morningstar Overall Rating:
Total Assets:39.16M
Category:Small Growth
Annual Report Expense Ratio (net):1.86%

Performance & Risk

YTD Return:-8.53%
5y Avg Return:14.13%
Rank in Category (ytd):83
% Rank in Category (ytd):11.26%
Beta (3y):1.44
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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