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Logo for Fund Oberweis Small-Cap Opportunities Fund

Oberweis Small-Cap Opportunities Fund (OBSOX)

NASDAQ Currency in USD
$445.00
+$8.36
+1.91%
Last Update: 18 Jul 2026, 10:01
Assets Under Management
Expense Ratio
Forward Dividend Yield
$292.50-$583.50
52 Week Range

OBSOX Price Chart

Explore Oberweis Small-Cap Opportunities Fund interactive price chart. Choose custom timeframes to analyze OBSOX price movements and trends.

OBSOX Fund Profile

Key details and information about Oberweis Small-Cap Opportunities Fund (OBSOX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

16 Sept 1996

Country

US

Description

The Oberweis Small-Cap Opportunities Fund typically dedicates at least 80% of its total portfolio to investments in smaller company stocks. The fund's manager defines small-capitalization companies as those, at the time they are first acquired, with a market valuation under $5 billion, or those whose market capitalization aligns with the typical range of companies included in the Russell 2000 Index. The primary focus of the fund is to acquire common shares of businesses that the adviser believes are poised for significant, sustained growth in market value over the long term. Specifically, it seeks out companies with above-average potential for long-term expansion.

OBSOX Fund Performance

View OBSOX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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