Oberweis Mutual Fund Analysis

OBSOX
 Fund
  

USD 17.96  0.64  3.44%   

The current indifference towards the small price fluctuations of Oberweis Small-Cap may encourage investors to take a closer look at the fund as it is trading at a share price of 17.96 on slow start in trading volume. The fund managers did not add any value to Oberweis Small-Cap investors in September. However, most investors can still diversify their portfolios with Oberweis Small-Cap to hedge their inherited risk against high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 1.67. The below-average Fund volatility is a good sign for longer-term investment options and for buy-and-hold investors.
Please check Your Equity Center.
  
The Oberweis Small-Cap mutual fund analysis report makes it easy to digest most publicly released information about Oberweis Small-Cap and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Oberweis Mutual Fund analysis module also helps to analyze the Oberweis Small-Cap price relationship with some important fundamental indicators such as market cap and management efficiency.

Oberweis Mutual Fund Analysis Notes

The fund generated returns of 6.0% over the last ten years. Oberweis Small-Cap maintains all of assets in stocks. The fund invests normally at least 80% of its net assets in the securities of smallcap companies. Its investment adviser considers smallcap companies as those with a market capitalization of less than $5 billion at the time of investment. The fund invests principally in the common stocks of companies that the adviser believes have the potential for significant longterm growth in market value. It invests in those companies which the adviser considers to have aboveaverage longterm growth potential. To find out more about Oberweis Small-Cap Opportunities contact the company at 800-323-6166.

Oberweis Small-Cap Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more funds at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Oberweis Small-Cap's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Oberweis Small-Cap Opportunities or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
The fund maintains all of its assets in stocks

Management Efficiency

Oberweis Small-Cap management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

Information
Ratio
Value
At Risk
CDNACareDx Inc(0.08) (8.40) 
ACLSAxcelis Tech 0.14 (5.13) 
EGBNEagle Bancorp(0.0427) (2.29) 
BEATHeartbeam 0.20 (6.45) 
UCTTUltra Clean Holdings 0.06 (6.61) 
GNOGGolden Nugget Online(0.07) (8.84) 
ATRCAtricure(0.0092) (4.68) 
SMTCSemtech Corp(0.14) (6.14) 
ECOMChanneladvisor Corp 0.12 (3.10) 
ROGRogers Corp(0.09) (1.68) 
PATKPatrick Inds(0.07) (4.51) 
SKYSkyline Corp 0.08 (3.62) 
BANDBandwidth(0.10) (9.32) 
TPXTempur-Pedic International 0.11 (4.46) 
TTEKTetra Tech(0.0051) (2.84) 
COHRCoherent Corp(0.12) (4.63) 
CYBRCyberark Soft Ord 0.11 (3.87) 
EHTHEhealth(0.21) (8.82) 
INMDInmode 0.13 (6.01) 
VIAVViavi Solutions 0.07 (2.57) 

Technical Drivers

As of the 6th of October, Oberweis Small-Cap holds the Risk Adjusted Performance of 0.0933, coefficient of variation of 1355.74, and Semi Deviation of 1.5. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Oberweis Small-Cap, as well as the relationship between them. Put it differently, you can use this information to find out if the fund will indeed mirror its model of past market data, or the prices will eventually revert. We were able to break down and interpolate data for nineteen technical drivers for Oberweis Small-Cap, which can be compared to its competitors. Please check Oberweis Small-Cap semi deviation, jensen alpha, as well as the relationship between the Jensen Alpha and semi variance to decide if Oberweis Small-Cap is priced some-what accurately, providing market reflects its current price of 17.96 per share.

Oberweis Small-Cap Price Movement Analysis

Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Triangular Moving Average shows Oberweis Small-Cap double smoothed mean price over a specified number of previous prices (i.e., averaged twice).
.

Oberweis Small-Cap Predictive Daily Indicators

Oberweis Small-Cap intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Oberweis Small-Cap mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Oberweis Small-Cap Forecast Models

Oberweis Small-Cap time-series forecasting models is one of many Oberweis Small-Cap's mutual fund analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Oberweis Small-Cap's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Oberweis Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Oberweis Small-Cap prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Oberweis shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Fund such as Oberweis Small-Cap. By using and applying Oberweis Mutual Fund analysis, traders can create a robust methodology for identifying Oberweis entry and exit points for their positions.
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.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Oberweis Small-Cap to your portfolios without increasing risk or reducing expected return.

Did you try this?

Run Headlines Timeline Now

   

Headlines Timeline

Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
All  Next Launch Module
Please check Your Equity Center. You can also try Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

Complementary Tools for 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.
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Go
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Go
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Go
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Go
Global Correlations
Find global opportunities by holding instruments from different markets
Go
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Go
CEO Directory
Screen CEOs from public companies around the world
Go
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Go
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Go
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Go
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.