Oberweis Small-Cap Opportunities (OBSOX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Oberweis Small-Cap Opportunities
Lisle IL 60532
3333 Warrenville Road, Suite 500
Oberweis Funds
Management information
Kenneth S. Farsalas,Lead manager since 30 April 2009
Ken joined Oberweis Asset Management, Inc. in November 2004 and is Director of U.S. Equities. Ken became the Lead Portfolio Manager of both the Micro-Cap Growth and Small-Cap Opportunities strategies effective January 1, 2015. Previously, he was employed at Dearborn Partners LLC, where he was a Managing Director and the Director of Research. Prior to that, Ken worked as a small cap Research Analyst and Portfolio Manager at Sterling Johnston Capital Management, and began his career at SEI Capital Resources as an Investment Consultant. Ken is a holder of the Chartered Financial Analyst (CFA) designation. He earned an MBA in Finance and Accounting from the University of Chicago and a BS in Journalism and Economics from Northwestern University. Ken has been featured on Forbes.com and has provided commentary on various investment issues to Investor’s Business Daily, Reuters, Bloomberg, and The Wall Street Journal.
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
CategorySmall Growth
Fund familyOberweis
Net assets978.41M
YTD return15.28%
Yield0.00%
Morningstar rating★★★★★
Inception date30 Apr 2017
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover71.00%
Average for categoryN/A
Fees and expenses
ExpenseOBSOXCategory average
Annual report expense ratio (net)1.00%1.21%
Prospectus net expense ratio1.00%N/A
Prospectus gross expense ratio1.07%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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