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Oberweis Micro Cap Portfolio: (MF: OBMCX)

(NASDAQ Mutual Funds) As of Jul 21, 2026 05:28 PM ET

$73.88 USD

+3.10 (4.38%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for OBMCX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Report

Fund Description

The fund, under normal circumstances, invests at least 80% of its net assets in securities of very small companies whose market capitalizations at purchase fall within the range of companies represented in the Russell Micro-Cap Growth Index. It invests principally in common stocks that its adviser believes have potential for significant long-term growth in market value, focusing on up-and-coming companies with potential for increasing profitability and accelerating growth. It primarily invests in U.S.-headquartered companies and seeks to invest in equity securities that typically exhibit under-appreciated revenue and earnings growth, a timely catalyst, an inflection point of change, limited analyst coverage, sustainability, operating leverage, and valuation that OAM considers undervalued based on OAM's growth forecasts and historical valuation metrics.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Oberweis Micro Cap Investor OBMCX NA NA 0.00 0.25 1.00 1.46

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Oberweis Micro Cap Portfolio OBMCX 73.88 1/2/1996 0.00 78.14 30.11 20.80

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Oberweis Micro Cap Investor OBMCX 1000 100 500 A

Contact Information

Family Oberweis
Address 3333 Warrenville Rd, Ste 500
Lisle, IL 60532
Phone 800 245-7311