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Oberweis Micro Cap Portfolio: (MF: OBMCX)
(NASDAQ Mutual Funds) As of Aug 7, 2024 08:00 PM ET
$39.23 USD
-0.33 (-0.83%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
The fund was incepted in January 1996 and is managed by Oberweis Asset Management, Inc. The fund seeks to maximize capital appreciation. The fund invests principally in the common stocks of companies that have the potential for significant long-term growth in market value. The fund invests, under normal circumstances, at least 80% of its net assets in the securities of companies with a market capitalization between $500 million and $8 billion at the time of investment. Dividends and capital gains, if any, are distributed annually in November.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Oberweis Micro Cap Investor | OBMCX | NA | NA | 0.00 | 0.25 | 1.00 | 1.53 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Oberweis Micro Cap Portfolio | OBMCX | 39.23 | 1/2/1996 | 0.00 | 10.40 | 8.85 | 18.09 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Oberweis Micro Cap Investor | OBMCX | 1000 | 100 | 500 | A |
Contact Information
| Family | Oberweis |
| Address | 3333 Warrenville Rd, Ste 500 Lisle, IL 60532 |
| Phone | 800 245-7311 |