Oberweis Small-Cap Opportunities Fund (OBSOX) Research
The Oberweis Small-Cap Opportunities Fund typically dedicates at least 80% of its total portfolio to investments in smaller company stocks. The fund's manager defines small-capitalization companies as those, at the time they are first acquired, with a market valuation under $5 billion, or those whose market capitalization aligns with the typical range of companies included in the Russell 2000 Index. The primary focus of the fund is to acquire common shares of businesses that the adviser believes are poised for significant, sustained growth in market value over the long term. Specifically, it seeks out companies with above-average potential for long-term expansion.
Market snapshot
- Symbol
- OBSOX
- Price
- $40.72
- Day change
- +2.52%
- Market cap
- $2.6B
- 52-week range
- 24.95-40.96
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Champlain Small Company Fund (CIPSX)
- Fidelity Small Cap Value Index Fund (FISVX)
- Columbia Cornerstone Equity Fund Class A (NSGAX)
- T. Rowe Price U.S. Equity Research Fund (PRCOX)
- Royce Small-Cap Opportunity Fund (RYPNX)
- Royce Premier Fund (RYPRX)
- TCM Small Cap Growth Fund (TCMSX)
- AMG TimesSquare Mid Cap Growth Fund (TMDPX)
Open Oberweis Small-Cap Opportunities Fund (OBSOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.