OBSIX Mutual Fund
OBSIX Mutual Fund
Oberweis Small-Cap Opportunities Fund Institutional Class

OBSIX Mutual Fund Overview
OBSIX Mutual Fund (Oberweis Small-Cap Opportunities Fund Institutional Class) is managed by The Oberweis Funds with $2.11B in net assets. OBSIX expense ratio is 1.00%, holding 77 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2017-05-01.
OBSIX performance shows a YTD return of 27.31%. The 1-year return is 59.77% and the 5-year return is 17.78%.
OBSIX top holdings include Lumentum Holdings Inc (8.0%), Applied Optoelectronics Inc (4.5%), Credo Technology Group Holding Ltd (4.0%), Digitalocean Holdings Inc (3.3%), Nova Limited (2.6%). View all OBSIX holdings, sector breakdown, or dividend history.
OBSIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OBSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.