Oberweis Mutual Funds
Oberweis Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 4 of 4 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 Institutional | OMCIX | Small Growth | 18.34% | 14 | 1.280% | High | Institutional | $1.0 Mil | ||
Oberweis Micro-Cap | OBMCX | Small Growth | 18.13% | 15 | 1.530% | High | No Load | $1,000 | ||
Oberweis Small-Cap Opportunities | OBSOX | Small Growth | 19.89% | 10 | 1.250% | Above Average | No Load | $1,000 | ||
Oberweis Small-Cap Opportunities Instl | OBSIX | Small Growth | 20.11% | 9 | 1.000% | Above Average | Institutional | $1.0 Mil |
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 Rating™ for Funds
Percentile Rank