Oberweis Emerging Growth Fund Quote
| OBGIX Fund | USD 31.80 0.09 0.28% |
Performance1 of 100
| Odds Of DistressLess than 23
|
Oberweis Emerging is trading at 31.80 as of the 28th of November 2024; that is 0.28 percent up since the beginning of the trading day. The fund's open price was 31.71. Oberweis Emerging has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Oberweis Emerging Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in the securities of relatively small companies, which, at the time of investment, have a market capitalization of less than or equal to 1.5 billion or are within the range of companies represented in the MSCI ACWI Small-Cap Index, whichever is greater. More on Oberweis Emerging Growth
Moving together with Oberweis Mutual Fund
Oberweis Mutual Fund Highlights
| Fund Concentration | Oberweis Funds, Large Funds, World Small/Mid Stock Funds, World Small/Mid Stock, Oberweis (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Oberweis Emerging Growth [OBGIX] is traded in USA and was established 28th of November 2024. Oberweis Emerging is listed under Oberweis category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of Oberweis family. This fund now has accumulated 55.12 M in assets with minimum initial investment of 1000 K. Oberweis Emerging Growth is currently producing year-to-date (YTD) return of 15.98%, while the total return for the last 3 years was -4.24%.
Check Oberweis Emerging Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Oberweis Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Oberweis Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Oberweis Emerging Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Oberweis Emerging Growth Mutual Fund Constituents
| MBUU | Malibu Boats | Stock | Consumer Discretionary | |
| CECO | CECO Environmental Corp | Stock | Industrials | |
| DECK | Deckers Outdoor | Stock | Consumer Discretionary | |
| BURL | Burlington Stores | Stock | Consumer Discretionary | |
| EHTH | eHealth | Stock | Financials | |
| ORGO | Organogenesis Holdings | Stock | Health Care | |
| CEVA | CEVA Inc | Stock | Information Technology | |
| EVO | Evotec SE ADR | Stock | Health Care |
Oberweis Emerging Growth Risk Profiles
| Mean Deviation | 0.9554 | |||
| Semi Deviation | 1.39 | |||
| Standard Deviation | 1.27 | |||
| Variance | 1.61 |
Oberweis Emerging Against Markets
Other Information on Investing in Oberweis Mutual Fund
Oberweis Emerging 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 Emerging security.
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