Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Oberweis Mutual Funds
View all of Oberweis’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Oberweis Mutual Funds List
1 to 11 of 11 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Oberweis Focused International Growth Fund | OFIGX | Foreign Large Growth | 4.83% | 50 | 0.810% | Average | Institutional | $100,000 | ||
| Oberweis Micro-Cap Fund | OBMCX | Small Growth | 22.76% | 2 | 1.460% | High | No Load | $1,000 | ||
| Oberweis China Opportunities Fund | OBCHX | Greater China Region | 9.57% | 7 | 1.800% | High | No Load | $1,000 | ||
| Oberweis Micro Cap Fund Institutional Class | OMCIX | Small Growth | 23.01% | 1 | 1.210% | High | Institutional | $1M | ||
| Oberweis Small-Cap Opportunities Fund | OBSOX | Small Growth | 22.90% | 1 | 1.250% | Above Average | No Load | $1,000 | ||
| Oberweis Small-Cap Opportunities Fund Institutional Class | OBSIX | Small Growth | 23.14% | 1 | 1.000% | Above Average | Institutional | $1M | ||
| Oberweis Global Opportunities Fund Institutional Class | OBGIX | Global Small/Mid Stock | 17.45% | 12 | 1.190% | Above Average | Institutional | $1M | ||
| Oberweis China Opportunities Fund Institutional Class | OCHIX | Greater China Region | 9.82% | 6 | 1.550% | High | Institutional | $1M | ||
| Oberweis Global Opportunities Fund Investor Class | OBEGX | Global Small/Mid Stock | 17.24% | 13 | 1.440% | Above Average | No Load | $1,000 | ||
| Oberweis International Opportunities Fund Institutional Class | OBIIX | Foreign Small/Mid Growth | −0.43% | 94 | 1.100% | Above Average | Institutional | $1M | ||
| Oberweis International Opportunities Fund Investor Class | OBIOX | Foreign Small/Mid Growth | −0.67% | 95 | 1.350% | Above Average | No Load | $1,000 |
Oberweis Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States