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, Information Technology, Health Care. Inception date: 2017-05-01.

OBGIX performance shows a YTD return of 30.33%. 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 Lumentum Holdings Inc (4.6%), Applied Optoelectronics Inc (4.6%), Credo Technology Group Holding Ltd (4.5%), Digitalocean Holdings Inc (3.2%), Sharkninja Inc (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.