Oberweis Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return12.32-3.7640.15-23.5113.39
    Category Average5.05-1.2634.83-17.5013.11
    Assets for Each Yr*1.361.622.281.481.51
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 13.39 5.36 4.10

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,514 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 7.67 1.43 Above Avg
    International Stock 3.5 89.67 1.57 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Oberweis Global Oppo James W. Oberweis 17.90
    Oberweis Small-Cap O James W. Oberweis 14.00
    Oberweis Internation Ralf A. Scherschmidt 12.60
    Oberweis Micro-Cap James W. Oberweis 11.10
    Oberweis China Oppor James W. Oberweis 8.60

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Oberweis Emerging Ma Mark G. Weber 1.40
    Oberweis Small-Cap V David P. Wetherell 5.20
    Oberweis Internation Ralf A. Scherschmidt 5.50
    Oberweis China Oppor James W. Oberweis 8.60
    Oberweis Micro-Cap James W. Oberweis 11.10