OBGIX Mutual Fund
OBGIX Mutual Fund
Oberweis Global Opportunities Fund Institutional Class

OBGIX Mutual Fund Overview
OBGIX Mutual Fund (Oberweis Global Opportunities Fund Institutional Class) is managed by The Oberweis Funds with $26.2M in net assets. OBGIX expense ratio is 1.23%, holding 52 positions across sectors including Unknown. Inception date: 2017-05-01.
OBGIX performance shows a YTD return of 21.25%. The 1-year return is 42.47% and the 5-year return is 6.42%. OBGIX dividend yield stands at 9.43%, paid annually.
OBGIX top holdings include LITE (4.6%), AAOI (4.6%), CRDO (4.5%), DOCN (3.2%), SN (3.1%). View all OBGIX holdings, sector breakdown, or dividend history.
OBGIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OBGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.