Oberweis Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return12.32-3.7640.15-23.5114.75
    Category Average5.05-1.2634.83-17.5012.36
    Assets for Each Yr*1.361.622.281.481.64
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 14.75 9.16 3.67

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,639 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 7.50 1.43 Above Avg
    International Stock 3.3 89.85 1.57 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    Advanced Metallurgical Group NV* Basic Materials 5.02 0.62
    DMC Global Inc* Industrials 37.19 0.25
    Vericel Corp* Healthcare 8.16 0.24
    Vicor Corp* Technology -14.00 0.21
    AtriCure Inc* Healthcare -6.24 0.16
    MobileIron Inc* Technology 10.24 0.12
    Career Education Corp* Consumer Defensive 45.27 0.11
    Comtech Telecommunications Corp* Technology -9.29 0.11
    Blucora Inc* Financial Services 26.46 0.10
    Bridgepoint Education Inc* Consumer Defensive -9.99 0.09
    Upland Software Inc* Technology 51.91 0.09
    Vocera Communications Inc* Technology -15.93 0.09
    Cryolife Inc* Healthcare 3.42 0.08
    MasterCraft Boat Holdings Inc* Consumer Cyclical 25.72 0.08
    Vishay Precision Group Inc* Technology 16.14 0.08
    Solaris Oilfield Infrastructure * Energy 35.07 0.07
    Tactile Systems Technology Inc* Healthcare 34.93 0.07
    Allied Motion Technologies Inc* Technology -11.86 0.06
    NextGen Healthcare Inc* Technology 13.00 0.06
    OneSpan Inc* Technology 56.06 0.06

    Best 5-Year Relative Performance | More
    03-19-19

    Worst 5-Year Relative Performance | More
    03-19-19

    Lowest Expenses | More
    03-19-19

    Highest Expenses | More
    03-19-19

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Oberweis Global Oppo James W. Oberweis 17.40
    Oberweis Small-Cap O James W. Oberweis 13.50
    Oberweis Internation Ralf A. Scherschmidt 12.10
    Oberweis Micro-Cap James W. Oberweis 10.60
    Oberweis China Oppor James W. Oberweis 8.10

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Oberweis Emerging Ma Mark G. Weber 0.90
    Oberweis Small-Cap V David P. Wetherell 4.70
    Oberweis Internation Ralf A. Scherschmidt 5.00
    Oberweis China Oppor James W. Oberweis 8.10
    Oberweis Micro-Cap James W. Oberweis 10.60