Oberweis Small-cap Financials
| OBSIX Fund | USD 27.75 0.13 0.47% |
Oberweis |
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.
Oberweis Small-cap Fund Summary
Oberweis Small-cap competes with Ab Global, Blue Current, Mirova Global, Massmutual Premier, and Morgan Stanley. 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.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Oberweis Funds |
| Mutual Fund Family | Oberweis |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 323 6166 |
| Currency | USD - US Dollar |
Oberweis Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oberweis Small-cap's current stock value. Our valuation model uses many indicators to compare Oberweis Small-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oberweis Small-cap competition to find correlations between indicators driving Oberweis Small-cap's intrinsic value. More Info.Oberweis Small Cap Opportunities is number one fund in year to date return among similar funds. It also is number one fund in one year return among similar funds reporting about 1.37 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oberweis Small-cap's earnings, one of the primary drivers of an investment's value.Oberweis Small Cap Systematic Risk
Oberweis Small-cap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oberweis Small-cap volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Oberweis Small Cap correlated with the market. If Beta is less than 0 Oberweis Small-cap generally moves in the opposite direction as compared to the market. If Oberweis Small-cap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oberweis Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oberweis Small-cap is generally in the same direction as the market. If Beta > 1 Oberweis Small-cap moves generally in the same direction as, but more than the movement of the benchmark.
Oberweis Small-cap November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oberweis Small-cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oberweis Small Cap Opportunities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oberweis Small Cap Opportunities based on widely used predictive technical indicators. In general, we focus on analyzing Oberweis Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oberweis Small-cap's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.42 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 6.0 | |||
| Value At Risk | (2.26) | |||
| Potential Upside | 1.79 |
Other Information on Investing in Oberweis Mutual Fund
Oberweis Small-cap 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-cap security.
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