Oberweis International Opportunities Fund

Frequently Asked Questions About OBIOX

What does OBIOX invest in?

The Oberweis International Opportunities Fund generally commits a minimum of 80% of its total net assets to equity investments in companies that operate beyond U.S. borders. A company qualifies as "non-U.S. based" under the fund's current definition if it fulfills any of the following conditions: 1. Its legal incorporation is established under non-U.S. law, or its primary stock trading occurs on an exchange or over-the-counter market outside the United States. 2. At least half (50%) of its assets are located internationally, or it derives 50% or more of its revenue from business activities conducted overseas.

What is the expense ratio of OBIOX?

Oberweis International Opportunities Fund (OBIOX) charges an expense ratio of 1.35%. This is the annual fee deducted from fund assets to cover management and operations.

How big is OBIOX?

Oberweis International Opportunities Fund (OBIOX) manages $428.1M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is OBIOX actively managed or an index fund?

OBIOX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was OBIOX launched?

Oberweis International Opportunities Fund (OBIOX) launched in February 2007 and is managed by the fund issuer.

How has OBIOX performed?

OBIOX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.