OBSOX Mutual Fund (Oberweis Small-Cap Opportunities Fund Investor Class) is managed by The Oberweis Funds with $574.1M in net assets. OBSOX expense ratio is 1.25%, holding 77 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 1996-09-16.

OBSOX performance shows a YTD return of 21.52%. The 1-year return is 59.38% and the 5-year return is 21.85%.

OBSOX 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 OBSOX holdings, sector breakdown, or dividend history.

OBSOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OBSOX alternatives are available via the screener, along with tax-loss harvesting opportunities.