Morningstar

Oberweis Global Opportunities Instl OBGIX

Morningstar Medalist Rating
Medalist Rating as of | See Oberweis Investment Hub
  • NAV / 1-Day Return 31.78  /  +0.76 %
  • Total Assets 56.2 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Small/Mid Stock
  • Investment Style Small Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.00
  • Turnover 95%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:17 PM GMT+0

Morningstar’s Analysis OBGIX

Will OBGIX 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 OBGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OBGIX 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 OBGIX’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 Instl's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings OBGIX

More OBGIX 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

Ashtead Technology Holdings PLC Ordinary Shares

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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