Oberweis Small Cap Opportunities Fund Fundamentals
| OBSIX Fund | USD 27.75 0.13 0.47% |
Oberweis Small Cap Opportunities fundamentals help investors to digest information that contributes to Oberweis Small-cap's financial success or failures. It also enables traders to predict the movement of Oberweis Mutual Fund. The fundamental analysis module provides a way to measure Oberweis Small-cap's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Oberweis Small-cap mutual fund.
Oberweis |
Oberweis Small Cap Opportunities Mutual Fund Year To Date Return Analysis
Oberweis Small-cap's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Oberweis Small-cap Year To Date Return | 22.37 % |
Most of Oberweis Small-cap's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oberweis Small Cap Opportunities is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Oberweis Small Cap Opportunities has a Year To Date Return of 22.3696%. This is much higher than that of the Oberweis family and significantly higher than that of the Small Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Oberweis Small Cap Fundamental Drivers 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 Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Oberweis Small-cap's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Oberweis Small-cap could also be used in its relative valuation, which is a method of valuing Oberweis Small-cap by comparing valuation metrics of similar companies.Oberweis Small is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Oberweis Small-cap
The fund invests 99.95% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.Asset allocation divides Oberweis Small-cap's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Oberweis Fundamentals
| Total Asset | 131.71 M | |||
| Year To Date Return | 22.37 % | |||
| One Year Return | 30.57 % | |||
| Three Year Return | 7.52 % | |||
| Five Year Return | 20.24 % | |||
| Ten Year Return | 10.42 % | |||
| Net Asset | 337.3 M | |||
| Minimum Initial Investment | 1000 K | |||
| Equity Positions Weight | 99.95 % |
About Oberweis Small-cap Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Oberweis Small Cap Opportunities's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oberweis Small-cap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oberweis Small Cap Opportunities based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
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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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