Oberweis International Opportunities Fund Quote
| OBIOX Fund | USD 18.96 0.13 0.69% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Oberweis International is trading at 18.96 as of the 29th of November 2024; that is 0.69 percent increase since the beginning of the trading day. The fund's open price was 18.83. Oberweis International has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Oberweis International Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of August 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund invests normally at least 80 percent of its net assets in securities of companies based outside the United States. Currently, securities based outside the United States include equity securities of companies that are organized under other than U.S. More on Oberweis International Opportunities
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Oberweis Mutual Fund Highlights
| Fund Concentration | Oberweis Funds, Large Funds, Foreign Small/Mid Growth Funds, Foreign Small/Mid Growth, Oberweis (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Oberweis International Opportunities [OBIOX] is traded in USA and was established 29th of November 2024. Oberweis International is listed under Oberweis category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Growth category and is part of Oberweis family. This fund now has accumulated 133.61 M in assets with minimum initial investment of 1 K. Oberweis International is currently producing year-to-date (YTD) return of 9.13% with the current yeild of 0.0%, while the total return for the last 3 years was -10.46%.
Check Oberweis International 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 International Opportunities 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 International Opportunities Mutual Fund Constituents
| TMNSF | Temenos AG | Pink Sheet | Software—Application | |
| BIOVF | Swedish Orphan Biovitrum | Pink Sheet | Drug Manufacturers—Specialty & Generic | |
| LOGI | Logitech International SA | Stock | Information Technology | |
| CSTM | Constellium Nv | Stock | Materials | |
| EVO | Evotec SE ADR | Stock | Health Care | |
| MSUXF | MISUMI Group | Pink Sheet | Tools & Accessories | |
| SIM | Grupo Simec SAB | Stock | Materials | |
| SNPTF | Sunny Optical Technology | Pink Sheet | Electronic Components |
Oberweis International Risk Profiles
| Mean Deviation | 0.6226 | |||
| Standard Deviation | 0.8175 | |||
| Variance | 0.6683 | |||
| Risk Adjusted Performance | (0.04) |
Oberweis International Against Markets
Other Information on Investing in Oberweis Mutual Fund
Oberweis International 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 International security.
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| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |