Oberweis Micro Cap Portfolio

Frequently Asked Questions About OBMCX

What does OBMCX invest in?

This fund typically allocates at least 80% of its total assets to the shares of exceptionally small companies. At the point of purchase, these businesses are defined as having a market capitalization of no more than $600 million or falling within the market value range of companies listed in the Russell Micro-Cap Growth Index, whichever criterion results in a larger scope. The portfolio's main strategy is to invest in common stocks of firms that its investment advisor believes are poised for substantial long-term appreciation in their market value.

What is the expense ratio of OBMCX?

Oberweis Micro Cap Portfolio (OBMCX) charges an expense ratio of 1.46%. This is the annual fee deducted from fund assets to cover management and operations.

How big is OBMCX?

Oberweis Micro Cap Portfolio (OBMCX) manages $991.6M 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 OBMCX actively managed or an index fund?

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

When was OBMCX launched?

Oberweis Micro Cap Portfolio (OBMCX) launched in June 1996 and is managed by the fund issuer.

How has OBMCX performed?

OBMCX'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.