Oberweis Small Cap Opportunities Fund Operating Margin
OBSIX Fund | USD 27.97 0.22 0.79% |
Oberweis Small Cap Opportunities fundamentals help investors to digest information that contributes to Oberweis Small'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'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 mutual fund.
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Oberweis Small Cap Opportunities Mutual Fund Operating Margin Analysis
Oberweis Small's Operating Margin shows how much operating income a company makes on each dollar of sales. It is one of the profitability indicators which helps analysts to understand whether the firm is successful or not making money from everyday operations.
A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.
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Based on the recorded statements, Oberweis Small Cap Opportunities has an Operating Margin of 0.0%. This indicator is about the same for the Oberweis average (which is currently at 0.0) family and about the same as Small Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Oberweis Small
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'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 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 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.
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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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