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Oberweis Emerging Markets Institutional (OIEMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.94+0.04 (+0.34%)
As of 08:05AM EDT. Market open.

Oberweis Emerging Markets Institutional

Lisle IL 60532

3333 Warrenville Road, Suite 500

Oberweis Funds

Management information
Mark G. Weber,Lead manager since 30 April 2018
Mark joined Oberweis Asset Management, Inc. in January 2018 and is the lead Portfolio Manager on the Emerging Markets team. Previously, he worked for Scout Investment beginning in March 2008 as an International Equity Analyst and from 2012-2017 as the lead Portfolio Manager of the Scout Emerging Markets Fund. Mark started his career in 2003 as an equity analyst at Morningstar. Mark is a holder of the Chartered Financial Analyst (CFA) designation. He earned an MBA in Finance from the University of Kansas and a BA in Modern History from Oxford University.
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

CategoryDiversified Emerging Mkts
Fund familyOberweis
Net assets17.61M
YTD return-2.15%
Yield0.73%
Morningstar rating★★★★
Inception date30 Apr 2018

Fund operations

Last dividend0.08
Last cap gain6.00
Holdings turnover115.00%
Average for categoryN/A

Fees and expenses

ExpenseOIEMXCategory average
Annual report expense ratio (net)1.75%1.23%
Prospectus net expense ratio1.75%N/A
Prospectus gross expense ratio2.71%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.16%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A