Oberweis Global Opportunities Fund Investor Class (OBEGX) Research
The fund typically allocates at least 80% of its total assets to investments in relatively small companies. For investment purposes, such companies are defined as those possessing a market capitalization not exceeding $1.5 billion at the time of acquisition, or those whose market value falls within the spectrum represented by the MSCI ACWI Small-Cap Index, whichever valuation is higher. The portfolio may include both domestic and international businesses without any geographic limitations. Additionally, the fund is authorized to purchase equity-linked certificates, provided they are issued or guaranteed by counterparties that hold an 'A' rating or better from either Moody's or S&P Corporation, or by entities deemed to be of equivalent financial standing by OAM.
Market snapshot
- Symbol
- OBEGX
- Price
- $40.78
- Day change
- +1.59%
- Market cap
- $71.8M
- P/E ratio
- 1.98x
- 52-week range
- 30.63-41.18
- Sector
- Financial Services
- Industry
- Asset Management - Global
Peer companies
- Water Island Diversified Event-Driven Fund Class R (AEDFX)
- Ariel Global Investor (AGLOX)
- Cambiar SMID Investor (CAMMX)
- Hodges Small Intrinsic Value Fund Retail Cl (HDSVX)
- Dynamic International Opportunity Fund -Class I (ICCIX)
- Dynamic International Opportunity Fund - Class N (ICCNX)
- Catalyst Insider Income Fund Class I (IIXIX)
- Bitwise Funds Trust (IMST)
Open Oberweis Global Opportunities Fund Investor Class (OBEGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.