Morningstar

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 Funds List

Share Class Type

1 to 13 of 13 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Oberweis Micro Cap InstitutionalOMCIXSmall Growth18.34%141.280%HighInstitutional$1.0 Mil
Oberweis Micro-CapOBMCXSmall Growth18.13%151.530%HighNo Load$1,000
Oberweis Small-Cap OpportunitiesOBSOXSmall Growth19.89%101.250%Above AverageNo Load$1,000
Oberweis Small-Cap Opportunities InstlOBSIXSmall Growth20.11%91.000%Above AverageInstitutional$1.0 Mil
Oberweis China Opportunities InstlOCHIXChina Region13.49%451.900%HighInstitutional$1.0 Mil
Oberweis Emerging Markets InstitutionalOIEMXDiversified Emerging Mkts9.20%871.500%HighInstitutional$1.0 Mil
Oberweis Emerging Markets InvestorOBEMXDiversified Emerging Mkts9.05%881.750%HighNo Load$1,000
Oberweis Global Opportunities InstlOBGIXGlobal Small/Mid Stock16.20%91.250%Above AverageInstitutional$1.0 Mil
Oberweis Global Opportunities InvestorOBEGXGlobal Small/Mid Stock15.98%101.510%HighNo Load$1,000
Oberweis China OpportunitiesOBCHXChina Region13.26%462.160%HighNo Load$1,000
Oberweis International Opps InstlOBIIXForeign Small/Mid Growth16.47%51.100%Above AverageInstitutional$1.0 Mil
Oberweis International Opps InvOBIOXForeign Small/Mid Growth16.30%71.350%Above AverageNo Load$1,000
Oberweis Focused International Gr FdOFIGXForeign Large Growth—19.61%70.950%Above AverageInstitutional$100,000

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

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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