Oberweis Global Opportunities Fund Investor Class
OBEGX
NASDAQ
| Weiss Ratings | OBEGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | OBEGX-NASDAQ | Click to Compare |
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| Provider | Oberweis | |||
| Manager/Tenure (Years) | James W. Oberweis (24) | |||
| Website | http://www.oberweisfunds.com | |||
| Fund Information | OBEGX-NASDAQ | Click to Compare |
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| Fund Name | Oberweis Global Opportunities Fund Investor Class | |||
| Category | Global Small/Mid Stock | |||
| Sub-Category | Global Equity Mid/Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Jan 07, 1987 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | OBEGX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | OBEGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.74% | |||
| Asset Allocation | OBEGX-NASDAQ | Click to Compare |
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| Cash | 11.33% | |||
| Stock | 90.45% | |||
| U.S. Stock | 51.30% | |||
| Non-U.S. Stock | 39.15% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | -1.79% | |||
| Price History | OBEGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.32% | |||
| 30-Day Total Return | -4.37% | |||
| 60-Day Total Return | 2.02% | |||
| 90-Day Total Return | 2.54% | |||
| Year to Date Total Return | 4.29% | |||
| 1-Year Total Return | 29.52% | |||
| 2-Year Total Return | 32.93% | |||
| 3-Year Total Return | 41.81% | |||
| 5-Year Total Return | 21.03% | |||
| Price | OBEGX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | OBEGX-NASDAQ | Click to Compare |
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| Nav | $32.41 | |||
| 1-Month Low NAV | $31.62 | |||
| 1-Month High NAV | $34.51 | |||
| 52-Week Low NAV | $24.33 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $36.17 | |||
| 52-Week High Price (Date) | Dec 04, 2025 | |||
| Beta / Standard Deviation | OBEGX-NASDAQ | Click to Compare |
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| Beta | 0.89 | |||
| Standard Deviation | 16.35 | |||
| Balance Sheet | OBEGX-NASDAQ | Click to Compare |
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| Total Assets | 62.18M | |||
| Operating Ratios | OBEGX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.48% | |||
| Turnover Ratio | 85.00% | |||
| Performance | OBEGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.37% | |||
| Last Bear Market Total Return | -19.59% | |||