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Oberweis Global Opportunities Investor (OBEGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.96-0.22 (-0.78%)
At close: 08:01PM EDT

Oberweis Global Opportunities Investor

Lisle IL 60532

3333 Warrenville Road, Suite 500

Oberweis Funds

Management information
James W. Oberweis,Lead manager since 3 November 2001
Jim is President of Oberweis Asset Management, Inc. and oversees all investment research at Oberweis. He has spent his entire career managing portfolios of high growth, small cap companies. Jim is a holder of the Chartered Financial Analyst (CFA) designation. Jim earned an MBA with high honors from the University of Chicago and a BS in Computer Science from the University of Illinois. He has been a featured guest on CNBC and Bloomberg television and authors a growth stock column for Forbes. Jim is a member of the Young Presidents Organization (YPO) and the Economic Club of Chicago.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryWorld Small/Mid Stock
Fund familyOberweis
Net assets54.62M
YTD return4.74%
Yield0.00%
Morningstar rating★★★
Inception date6 Jan 1987

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnover95.00%
Average for categoryN/A

Fees and expenses

ExpenseOBEGXCategory average
Annual report expense ratio (net)1.25%1.26%
Prospectus net expense ratio1.25%N/A
Prospectus gross expense ratio1.25%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.21%
Max deferred sales loadN/A1.14%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A