Oberweis Small Mutual Fund Money Managers
OBSOX Fund | USD 27.29 0.22 0.81% |
Break down of Oberweis Small's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Oberweis Small's future under-performance.
Oberweis |
Symbol | OBSOX |
Name | Oberweis Small Cap Opportunities |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Oberweis Small Cap Opportunities Leadership is currently not available.
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Oberweis Small Net Asset Comparison
Oberweis Small Cap Opportunities is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Growth category is currently estimated at about 1.38 Billion. Oberweis Small totals roughly 337.3 Million in net asset claiming about 24% of funds listed under Small Growth category.
Oberweis Small Cap Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Oberweis Small Cap Price Series Summation is a cross summation of Oberweis Small price series and its benchmark/peer.
About Oberweis Small Management Performance
The success or failure of an entity such as Oberweis Small Cap often depends on how effective the management is. Oberweis Small management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Oberweis management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Oberweis management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests normally at least 80 percent of its net assets in the securities of small-cap companies. Its investment adviser considers small-cap companies as those, at the time of initial investment, with a market capitalization within the range of the holdings of the Russell 2000 Index. The fund invests principally in the common stocks of companies that the adviser believes have the potential for significant long-term growth in market value. It invests in those companies which the adviser considers to have above-average long-term growth potential.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Oberweis Mutual Fund
Oberweis Small financial ratios help investors to determine whether Oberweis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oberweis with respect to the benefits of owning Oberweis Small security.
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