Total Return | 12.32 | -3.76 | 40.15 | -23.51 | 13.39 |
Category Average | 5.05 | -1.26 | 34.83 | -17.50 | 13.11 |
Assets for Each Yr* | 1.36 | 1.62 | 2.28 | 1.48 | 1.51 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | 13.39 | 5.36 | 4.10 | ||
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 | -- | -- | -- | -- |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Oberweis Micro-Cap | 25 | -- | ||
Oberweis International Opps | 52 | 10-25-18 | ||
Oberweis Small-Cap Value Ins | 57 | -- | ||
Oberweis International Oppor | 65 | 10-25-18 | ||
Oberweis Small-Cap Opportuni | 66 | -- |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Oberweis Global Opportunitie | 77 | -- | ||
Oberweis China Opportunities | 74 | -- | ||
Oberweis Small-Cap Opportuni | 66 | -- | ||
Oberweis International Oppor | 65 | 10-25-18 | ||
Oberweis Small-Cap Value Ins | 57 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Oberweis International Opps | 1.08 | 10-25-18 | ||
Oberweis Small-Cap Value Ins | 1.29 | -- | ||
Oberweis Emerging Markets In | 1.50 | -- | ||
Oberweis Global Opportunitie | 1.50 | -- | ||
Oberweis Micro-Cap | 1.55 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Oberweis China Opportunities | 1.86 | -- | ||
Oberweis International Oppor | 1.60 | 10-25-18 | ||
Oberweis Micro-Cap | 1.55 | -- | ||
Oberweis Small-Cap Opportuni | 1.55 | -- | ||
Oberweis Emerging Markets In | 1.50 | -- |
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 |
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 |