Morningstar

Oberweis Global Opportunities Investor OBEGX

Morningstar Medalist Rating
Medalist Rating as of | See Oberweis Investment Hub
  • NAV / 1-Day Return 31.06  /  +0.75 %
  • Total Assets 56.2 Mil
  • Adj. Expense Ratio
    1.510%
  • Expense Ratio 1.510%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Small/Mid Stock
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 95%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:16 PM GMT+0

Morningstar’s Analysis OBEGX

Will OBEGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OBEGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OBEGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of OBEGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Oberweis Global Opportunities Investor's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings OBEGX

More OBEGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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5.89 3.2 Mil
Energy

Clean Harbors Inc

3.30 1.8 Mil
Industrials

Onto Innovation Inc

3.24 1.8 Mil
Technology

Umb Money Market Ii Special

3.11 1.7 Mil
Cash and Equivalents

Weatherford International PLC Ordinary Shares - New

3.00 1.6 Mil
Energy

Parsons Corp

2.84 1.5 Mil
Technology

SkyWest Inc

2.76 1.5 Mil
Industrials

Veracyte Inc

2.68 1.5 Mil
Healthcare

Saab AB Class B

2.54 1.4 Mil
Industrials

Credo Technology Group Holding Ltd

2.53 1.4 Mil
Technology

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