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Buy These 3 Oberweis Mutual Funds for Strategic Allocation
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Oberweis Asset Management, Inc. is a privately owned, independent Chicago-based investment management firm. Since its beginnings in 1989, the firm's mutual funds have invested in micro-cap, small-cap, and mid-cap securities. The firm's investment approach is designed to purchase undervalued securities and capture the returns from rapidly growing companies, whether they are in a period of transition or benefiting from a long-term industry trend. Oberweis also manages many geographically focused portfolios that benefitfrom the research efforts of its analysts based in New York, London, and Hong Kong.
We have chosen three Oberweis mutual funds, Oberweis Small-Cap Opportunities ((OBSOX - Free Report) ), Oberweis International Opps Inv ((OBIOX - Free Report) )and Oberweis Global Opportunities Investor ((OBEGX - Free Report) ), which investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), positive three-year and five-year annualized returns, minimum initialinvestments within $5000 and expense ratios considerably lowerthan the category average. So, these funds have provided a comparatively stronger performance and carry a lower fee.
Oberweis Small-Cap Opportunities fund invests most of its assets in small-cap companies within the range of the Russell 2000 Index.
James W. Oberweishas been the lead manager of OBSOXsince Dec. 31, 2001. Most of the fund’s holdings were in companies like Credo Technology Group Holding Ltd???(5.2%), Lumentum Holdings Inc. (3%) and Rambus Inc. (3%) as of Sept. 30, 2025.
OBSOX’s 3-year and 5-year annualized returns are 14.4% and 13.3%, respectively. Its net expense ratio is 1.25%. OBSOXhas a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category, and other 1 and 2 Ranked Mutual Funds, please click here.
Oberweis International Opps Inv fund hasmost of its assets in non-U.S. companies, including those traded abroad or with substantial international operations.
Ralf A. Scherschmidthas been the lead manager of OBIOXsince Feb. 1, 2007. Most of the fund’s holdings were in companies like Food & Life Companies Ltd.(3.2%), ICG plc (2.7%) and Baycurrent, Inc. (2.3%) as of Sept. 30, 2025.
OBIOX’s 3-year and 5-year annualized returns are 15.6% and 1.3%, respectively. Its net expense ratio is 1.35%. OBIOXhas a Zacks Mutual Fund Rank #1.
Oberweis Global Opportunities Investor fund seeks to maximize capital appreciation. OBEGX invests its assets in the securities of relatively small companies with a market capitalization of less than $1 billion at the time of investment.
James W. Oberweishas been the lead manager of OBEGXsince Nov.4, 2001. Most of the fund’s holdings were in companies like Credo Technology Group Holding Ltd(4.8%), ADMA Biologics, Inc. (3.4%) and SharkNinja, Inc.(3%) as of Sept. 30, 2025.
OBEGX’s 3-year and 5-year annualized returns are 12.5% and 4%, respectively. Its net expense ratio is 1.45%. OBEGXhas a Zacks Mutual Fund Rank #2.
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Buy These 3 Oberweis Mutual Funds for Strategic Allocation
Oberweis Asset Management, Inc. is a privately owned, independent Chicago-based investment management firm. Since its beginnings in 1989, the firm's mutual funds have invested in micro-cap, small-cap, and mid-cap securities. The firm's investment approach is designed to purchase undervalued securities and capture the returns from rapidly growing companies, whether they are in a period of transition or benefiting from a long-term industry trend. Oberweis also manages many geographically focused portfolios that benefit from the research efforts of its analysts based in New York, London, and Hong Kong.
We have chosen three Oberweis mutual funds, Oberweis Small-Cap Opportunities ((OBSOX - Free Report) ), Oberweis International Opps Inv ((OBIOX - Free Report) ) and Oberweis Global Opportunities Investor ((OBEGX - Free Report) ), which investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided a comparatively stronger performance and carry a lower fee.
Oberweis Small-Cap Opportunities fund invests most of its assets in small-cap companies within the range of the Russell 2000 Index.
James W. Oberweis has been the lead manager of OBSOX since Dec. 31, 2001. Most of the fund’s holdings were in companies like Credo Technology Group Holding Ltd???(5.2%), Lumentum Holdings Inc. (3%) and Rambus Inc. (3%) as of Sept. 30, 2025.
OBSOX’s 3-year and 5-year annualized returns are 14.4% and 13.3%, respectively. Its net expense ratio is 1.25%. OBSOX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category, and other 1 and 2 Ranked Mutual Funds, please click here.
Oberweis International Opps Inv fund has most of its assets in non-U.S. companies, including those traded abroad or with substantial international operations.
Ralf A. Scherschmidt has been the lead manager of OBIOX since Feb. 1, 2007. Most of the fund’s holdings were in companies like Food & Life Companies Ltd. (3.2%), ICG plc (2.7%) and Baycurrent, Inc. (2.3%) as of Sept. 30, 2025.
OBIOX’s 3-year and 5-year annualized returns are 15.6% and 1.3%, respectively. Its net expense ratio is 1.35%. OBIOX has a Zacks Mutual Fund Rank #1.
Oberweis Global Opportunities Investor fund seeks to maximize capital appreciation. OBEGX invests its assets in the securities of relatively small companies with a market capitalization of less than $1 billion at the time of investment.
James W. Oberweis has been the lead manager of OBEGX since Nov. 4, 2001. Most of the fund’s holdings were in companies like Credo Technology Group Holding Ltd (4.8%), ADMA Biologics, Inc. (3.4%) and SharkNinja, Inc. (3%) as of Sept. 30, 2025.
OBEGX’s 3-year and 5-year annualized returns are 12.5% and 4%, respectively. Its net expense ratio is 1.45%. OBEGX has a Zacks Mutual Fund Rank #2.
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>