Oberweis Micro Cap Portfolio (OBMCX) Research
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.
Market snapshot
- Symbol
- OBMCX
- Price
- $76.53
- Day change
- +2.68%
- Market cap
- $1.1B
- 52-week range
- 42.82-76.53
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Artisan Mid Cap Value Fund (APHQX)
- Columbia Small Cap Value Fund II Class A (COVAX)
- Calvert International Equity Fund Class A (CWVGX)
- Calvert International Equity Fund Class I (CWVIX)
- Diamond Hill Small Mid Cap Fund Class I (DHMIX)
- BNY Mellon Small Cap Stock Index Fund Investor Shares (DISSX)
- Eaton Vance-Atlanta Capital Focused Growth (EAALX)
- Invesco European Small Company Fund Class A (ESMAX)
Open Oberweis Micro Cap Portfolio (OBMCX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.