Oberweis Small-Cap Opportunities FundOBSOX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$2.0B
Expense ratio
1.25%
1-year return
+36.6%
3 years, a year
+19.5%
5 years, a year
+13.7%
12-month yield
0.00%
Holdings
77
What it aims to do.
The Oberweis Small -Cap Opportunities Funds investment objective is to maximize capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| LITE Lumentum Holdings Inc | 8.01% |
| AAOI Applied Optoelectronics Inc | 4.51% |
| CRDO Credo Technology Group Holding | 4.01% |
| DOCN DigitalOcean Holdings Inc | 3.29% |
| NVMI Nova Ltd | 2.64% |
| SN SharkNinja Inc | 2.64% |
| DAN Dana Inc | 2.39% |
| BTSG BrightSpring Health Services I | 2.18% |
| RMBS Rambus Inc | 1.87% |
| SITM SiTime Corp | 1.82% |
More on OBSOX.
- OBSOX overview
- OBSOX holdings
- OBSOX risk
- OBSOX costs
- OBSOX money in and out
- OBSOX share classes
- Compare OBSOX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.