Oberweis Mutual Fund Buy Hold or Sell Recommendation

OBSOX
 Fund
  

USD 16.71  0.05  0.30%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Oberweis Small-Cap Opportunities is 'Cautious Hold'. Macroaxis provides Oberweis Small-Cap buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OBSOX positions. The advice algorithm takes into account all of Oberweis Small-Cap's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Oberweis Small-Cap's buy-and-hold perspective. Please check Oberweis Small-Cap Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Oberweis and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Oberweis Small-Cap Opportunities.

Execute Oberweis Small-Cap Buy or Sell Advice

The Oberweis recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Oberweis Small-Cap Opportunities. Macroaxis does not own or have any residual interests in Oberweis Small-Cap Opportunities or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Oberweis Small-Cap's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Oberweis Small-CapBuy Oberweis Small-Cap
Cautious Hold

Volatility

Not too volatileDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

LowDetails

Economic Sensitivity

Responds to the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Oberweis Small-Cap Opportunities has a Mean Deviation of 1.83, Standard Deviation of 2.29 and Variance of 5.25
Our trade recommendations tool can cross-verify current analyst consensus on Oberweis Small-Cap and to analyze the entity potential to grow in the current economic cycle. Please employ Oberweis Small-Cap number of employees and net asset to make buy, hold, or sell decision on Oberweis Small-Cap.

Oberweis Small-Cap Trading Alerts and Improvement Suggestions

Oberweis Small-Cap generated a negative expected return over the last 90 days
The fund maintains 97.12% of its assets in stocks

Oberweis Small-Cap Returns Distribution Density

The distribution of Oberweis Small-Cap's historical returns is an attempt to chart the future uncertainty of Oberweis Small-Cap's future price movements. The chart of the probability distribution of Oberweis Small-Cap stock daily returns describes the distribution of returns around its average expected value. We use Oberweis Small-Cap Opportunities price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Oberweis Small-Cap returns is essential to provide solid investment advice for Oberweis Small-Cap stock.
Mean Return-0.26Value At Risk-4.51
Potential Upside3.30Standard Deviation2.29
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Oberweis Small-Cap historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Oberweis Small-Cap Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Oberweis Small-Cap or Oberweis sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Oberweis Small-Cap stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Oberweis stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
0.002122
β
Beta against DOW1.40
σ
Overall volatility
2.30
Ir
Information ratio -0.03

Oberweis Small-Cap Volatility Alert

Oberweis Small-Cap Opportunities exhibits very low volatility with skewness of -0.28 and kurtosis of -0.28. However, we advise investors to further study Oberweis Small-Cap Opportunities technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Oberweis Small-Cap's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Oberweis Small-Cap's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Oberweis Small-Cap Implied Volatility

Oberweis Small-Cap's implied volatility exposes the market's sentiment of Oberweis Small-Cap Opportunities stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Oberweis Small-Cap's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Oberweis Small-Cap stock will not fluctuate a lot when Oberweis Small-Cap's options are near their expiration.

Oberweis Small-Cap Fundamentals Vs Peers

Comparing Oberweis Small-Cap's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Oberweis Small-Cap's direct or indirect competition across all of the common fundamentals between Oberweis Small-Cap and the related equities. This way, we can detect undervalued stocks with similar characteristics as Oberweis Small-Cap or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Oberweis Small-Cap's fundamental indicators could also be used in its relative valuation, which is a method of valuing Oberweis Small-Cap by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Oberweis Small-Cap to competition
FundamentalsOberweis Small-CapPeer Average
Price to Earning21.87 X6.53 X
Price to Book3.09 X0.74 X
Price to Sales1.34 X0.61 X
One Year Return0.81 %4.15 %
Three Year Return7.17 %3.60 %
Five Year Return5.65 %3.24 %
Ten Year Return10.34 %1.79 %
Net Asset33.43 M4.11 B
Equity Positions Weight97.12 %63.90 %

About Oberweis Small-Cap Buy or Sell Advice

When is the right time to buy or sell Oberweis Small-Cap Opportunities? Buying financial instruments such as Oberweis Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Oberweis Small-Cap investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Oberweis Small-Cap in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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ISP
ISP Theme
Internet Service Providers (ISP) companies and IT providers specializing in internet technologies. The ISP theme has 10 constituents.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize ISP Theme or any other thematic opportunities.
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Please check Oberweis Small-Cap Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Transaction History module to view history of all your transactions and understand their impact on performance.

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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.