Oberweis Emerging GrowthOBEGX

Morningstar Rating

Fund Research and Analysis

by Courtney Goethals Dobrow

Oberweis Emerging Growth's worst-to-first story isn't enough to make it appealing.

Small-growth funds were punished in 2008, and this one's shareholders suffered more than most: The fund lost 57.0% for the year--more than nearly all its rivals. Many Read more

Kudos

The fund includes only profitable companies, a rarity for a small-growth fund.

The fund has relatively low turnover.

Management has shown it will close funds if they grow too large. Read more

Risks

The fund holds relatively few positions, often concentrated by sector.

Top holdings can have heavy weightings.

The fund can invest heavily in micro-cap stocks, which have historically been highly volatile. Read more

Strategy

Management seeks extreme growth at a reasonable price. Oberweis screens for firms of less than $1 billion in market capitalization, with revenue and earnings growth of more than 30% and price/earnings Read more

Management

In 2001, James W. Oberweis joined his father, James D. Oberweis, as comanager; he now runs the fund solo. Read more

Inside Scoop

This fund holds a limited number of small- and micro-caps, along with some mid-caps. Management uses eight criteria to identify fast growers. More often than not, the fund Read more

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