Oberweis Mutual Fund Quote

OBSOX
 Fund
  

USD 16.71  0.05  0.30%   

Market Performance
0 of 100
Odds Of Distress
Less than 24
Oberweis Small-Cap is trading at 16.71 as of the 1st of July 2022; that is -0.3 percent decrease since the beginning of the trading day. The fund's open price was 16.76. Oberweis Small-Cap has about a 24 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Oberweis Small-Cap Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of June 2022 and ending today, the 1st of July 2022. Click here to learn more.
The fund invests normally at least 80 percent of its net assets in the securities of small-cap companies. Oberweis Small-Cap is traded on NASDAQ Exchange in the United States. More on Oberweis Small-Cap Opportunities

Moving together with Oberweis Small-Cap

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0.68PGProcter Gamble Fiscal Year End 29th of July 2022 PairCorr

Oberweis Small-Cap Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Oberweis Small-Cap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Oberweis Small-Cap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Oberweis Small-Cap generated a negative expected return over the last 90 days
The fund maintains 97.12% of its assets in stocks
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Oberweis Small-Cap's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Startdate1st of May 2009
Oberweis Small-Cap Opportunities [OBSOX] is traded in USA and was established 1st of July 2022. The fund is listed under Small Growth category and is part of Oberweis family. Oberweis Small-Cap now has accumulated 33.43 M in assets with no minimum investment requirements, while the total return for the last 3 years was 7.17%.
Check Oberweis Small-Cap Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Oberweis Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Oberweis Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Oberweis Small-Cap Opportunities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Oberweis Small-Cap Opportunities Constituents

Oberweis Small-Cap Target Price Odds Analysis

What are Oberweis Small-Cap's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Oberweis Small-Cap jumping above the current price in 90 days from now is about 90.05%. The Oberweis Small-Cap Opportunities probability density function shows the probability of Oberweis Small-Cap mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.4043. This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Oberweis Small-Cap will likely underperform. Additionally, the company has an alpha of 0.0021, implying that it can generate a 0.002122 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 16.71HorizonTargetOdds Above 16.71
9.86%90 days
 16.71 
90.05%
Based on a normal probability distribution, the odds of Oberweis Small-Cap to move above the current price in 90 days from now is about 90.05 (This Oberweis Small-Cap Opportunities probability density function shows the probability of Oberweis Mutual Fund to fall within a particular range of prices over 90 days) .

Oberweis Small-Cap Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Oberweis Small-Cap market risk premium is the additional return an investor will receive from holding Oberweis Small-Cap long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Oberweis Small-Cap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Oberweis Small-Cap's alpha and beta are two of the key measurements used to evaluate Oberweis Small-Cap's performance over the market, the standard measures of volatility play an important role as well.

Oberweis Small-Cap Against Markets

Picking the right benchmark for Oberweis Small-Cap mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Oberweis Small-Cap mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Oberweis Small-Cap is critical whether you are bullish or bearish towards Oberweis Small-Cap Opportunities at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Oberweis Small-Cap without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Investing Oberweis Small-Cap Opportunities

You need to understand the risk of investing before taking a position in Oberweis Small-Cap. The danger of trading Oberweis Small-Cap Opportunities is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Oberweis Small-Cap is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Oberweis Small-Cap. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Oberweis Small-Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please check Your Equity Center. Note that the Oberweis Small-Cap information on this page should be used as a complementary analysis to other Oberweis Small-Cap's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Complementary Tools for Oberweis Mutual Fund analysis

When running Oberweis Small-Cap price analysis, check to measure Oberweis Small-Cap's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oberweis Small-Cap is operating at the current time. Most of Oberweis Small-Cap's value examination focuses on studying past and present price action to predict the probability of Oberweis Small-Cap's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Oberweis Small-Cap's price. Additionally, you may evaluate how the addition of Oberweis Small-Cap to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Oberweis Small-Cap's value and its price as these two are different measures arrived at by different means. Investors typically determine Oberweis Small-Cap value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oberweis Small-Cap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.