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Oberweis Micro Cap Portfolio: (MF: OBMCX)

(NASDAQ Mutual Funds) As of Mar 27, 2026 05:28 PM ET

$57.62 USD

-0.86 (-1.47%)

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
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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 15.35 2
3 months 14.89 3
6 months 17.49 6
1 Year 40.52 1
3 Year 19.86 3
5 Year 16.38 1
10 Year 20.34 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 256.55
Bear Market (10/07 - 2/09) -64.65
Bull Market (2/09 - 3/21) 1,708.73

Load Adjusted Returns as of Feb 28, 2026

1 Year 14.71
5 Year 18.09
10 Year 17.65
Since Inception 11.90

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -12.99 15.34 15.69 -1.19
2024 3.53 6.34 8.16 3.17
2023 9.07 8.69 -8.21 9.23
2022 -8.47 -14.67 2.39 11.78
2021 26.28 10.17 -3.55 14.30

Annual Return

20262025202420232022202120202019201820172016
% Total Return 15.3514.7122.8718.86-10.6153.3829.9121.93-12.2927.8724.60
% Total Return Rel to Index 4.25-3.50-2.15-7.377.5824.6911.50-9.55-7.906.0812.66
% Total Return Rel to Peer 1.067.4110.942.798.8934.0610.91-3.49-1.5212.278.65
% Perf Quintile vs Peer* 2.001.000.002.001.001.002.004.004.001.002.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.711.140.000.438.730.000.003.612.940.01
Expense Ratio 0.001.461.471.531.521.481.581.581.551.541.64

* 1 = Top 20%, 5 = Bottom 20%