Oberweis Mutual Funds List
Here you can find all mutual funds issued by Oberweis and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 7
- Avg. Expense Ratio
- 1.42%
- Avg. 1 Year Return
- 42.87%
- Avg. 5 Year Return
- 6.88%
- Median Risk/Return Score
- 71 / 100
Oberweis Mutual Funds List
6 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Oberweis China Opportunities Fund | China Equities | Oct 2, 2005 | 2.03% | 30.18% | 10.47% | 0.78% | 82 | ||||||||
| Oberweis Global Opportunities Fund | Global Equities | Jan 6, 1987 | 1.51% | 26.78% | 11.84% | 9.98% | 71 | ||||||||
| Oberweis International Opportunities Institutional... | Foreign Small & Mid Cap Equities | Mar 9, 2014 | 1.10% | 9.65% | 7.37% | 1.00% | 17 | ||||||||
| Oberweis International Opportunities Fund | Foreign Small & Mid Cap Equities | Jan 31, 2007 | 1.60% | 9.57% | 7.04% | 1.00% | 16 | ||||||||
| Oberweis Micro Cap Fund | Small Cap Growth Equities | Dec 29, 1995 | 1.48% | 41.55% | 21.28% | 1.00% | 88 | ||||||||
| Oberweis Small-Cap Opportunities Fund | Small Cap Growth Equities | Sep 16, 1996 | 1.25% | 32.65% | 18.67% | 0.00% | 71 |
Explore top Oberweis Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Oberweis Mutual funds by Risk/Return Score
The top Oberweis Mutual funds by PortfoliosLab Risk/Return Score are OBMCX (88) and OBCHX (82).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Oberweis Micro Cap Fund | 88 | — | Dec 1995 | |
| Oberweis China Opportunities Fund | 82 | — | Oct 2005 | |
| Oberweis Global Opportunities Fund | 71 | — | Jan 1987 | |
| Oberweis Small-Cap Opportunities Fund | 71 | — | Sep 1996 | |
| Oberweis International Opportunities Institutional... | 17 | — | Mar 2014 |
Best-Performing Oberweis Mutual funds Over 5 Years
The top Oberweis Mutual funds is OBMCX (19.14%).
Across the lineup, Oberweis Mutual funds show an average 1-year return of 42.87% and an average 5-year return of 6.88%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Oberweis Micro Cap Fund | 19.14% | — | Dec 1995 | |
| Oberweis Small-Cap Opportunities Fund | 16.20% | — | Sep 1996 | |
| Oberweis Global Opportunities Fund | 6.30% | — | Jan 1987 | |
| Oberweis China Opportunities Fund | 1.46% | — | Oct 2005 | |
| Oberweis International Opportunities Fund | -0.71% | — | Jan 2007 |
Lowest-Cost Oberweis Mutual funds
The top Oberweis Mutual funds is OBIIX (1.10%).
With an average expense ratio of 1.42%, Oberweis Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Oberweis International Opportunities Institutional... | 1.10% | — | Mar 2014 | |
| Oberweis Small-Cap Opportunities Fund | 1.25% | — | Sep 1996 | |
| Oberweis Micro Cap Fund | 1.48% | — | Dec 1995 | |
| Oberweis Global Opportunities Fund | 1.51% | — | Jan 1987 | |
| Oberweis International Opportunities Fund | 1.60% | — | Jan 2007 |
Highest-Yield Oberweis Mutual funds
The top Oberweis Mutual funds is OBEGX (9.98%).
Across the lineup, Oberweis Mutual funds show an average dividend yield of 2.06%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 9.98% | — | Jan 1987 | |
| Oberweis International Opportunities Institutional... | 1.00% | — | Mar 2014 | |
| Oberweis International Opportunities Fund | 1.00% | — | Jan 2007 | |
| Oberweis Micro Cap Fund | 1.00% | — | Dec 1995 | |
| Oberweis China Opportunities Fund | 0.78% | — | Oct 2005 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
OBMCX vs. NEAGXOBMCX vs. VSTCXOBMCX vs. DWASOBMCX vs. SAGWXOBMCX vs. BFGFXOBSOX vs. WGROXOBSOX vs. HRSMXOBSOX vs. WAAEXOBSOX vs. SAGWXOBSOX vs. VOOOBIOX vs. FSTSXOBIOX vs. FGILXOBIOX vs. VXUSOBIOX vs. OFIGXOBIOX vs. ALOIXOBIIX vs. OFIGXOBIIX vs. AVANXOBIIX vs. MECIXOBIIX vs. CVISXOBIIX vs. WISIXOBCHX vs. TDFOBCHX vs. EVCGXOBCHX vs. TRCLXOBCHX vs. MCSMXOBCHX vs. OFIGXOBEGX vs. OFIGXOBEGX vs. CSUAXOBEGX vs. RTXAXOBEGX vs. ARTHXOBEGX vs. VEOIX