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Oberweis Small-Cap Opportunities Fund (OBSOX)

NASDAQ Financial Services Asset Management
$40.35 ▲ +2.18%
Market Cap
$3.03B
Sector
Financial Services
Industry
Asset Management
Beta
1.33
52-Wk Range
26.2-41.47
CEO
Country
US
Currency
USD

Oberweis Small-Cap Opportunities Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Lisle, IL, US. The stock last traded at $40.35, up 2.18% on the session, giving a market capitalisation of $3.03B. Its beta of 1.33 implies it has historically moved more than the broad market.

Company profile
Exchange
NASDAQ
Employees
IPO date
1996-09-16
Headquarters
Lisle, IL, US
About Oberweis Small-Cap Opportunities Fund

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.

Comparable companies

Oberweis Small-Cap Opportunities Fund is most often compared with the following Financial Services names:

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