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Oberweis Small-cap Opportunities Fund: (MF: OBSOX)

(NASDAQ Mutual Funds) As of Oct 5, 2026 05:28 PM ET

$38.40 USD

+0.13 (0.34%)

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      

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Zacks Premium Research for OBSOX

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 invests, under normal circumstances, at least 80% of its net assets in securities of small-cap companies, defined, at the time of initial investment, as those with a market capitalization within the range of the holdings of the Russell 2000 Growth Index. It invests principally in common stocks of companies that OAM believes have the potential for significant long-term growth in market value, primarily those headquartered in the United States. OAM uses fundamental analysis of future growth prospects and may actively trade, resulting in high portfolio turnover, targeting under-appreciated growth, catalysts, inflection points, limited coverage, sustainability, operating leverage, and valuation.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Oberweis Small-Cap Opps OBSOX NA NA 0.00 0.25 0.80 1.25

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Oberweis Small-Cap Opps OBSOX 38.40 9/16/1996 0.00 36.58 19.53 13.73

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Oberweis Small-Cap Opps OBSOX 1000 100 500 A

Contact Information

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