Oberweis Emerging Growth
3333 Warrenville Road Suite 500 Lisle IL 60532
Map
Phone: 800-245-7311
| Category: | Small Growth | | Fund Family: | Oberweis | | Net Assets: | 147.35M | | Year-to-Date Return: | -27.56% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Jan-87 |
|
James W. Oberweis
Lead Manager since
04-Nov-01 | | | Oberweis, president and portfolio panager of OAM, has been a member of the portfolio management team at OAM since 1996. Oberweis holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks maximize capital appreciation. The fund normally invests at least 80% of assets in the securities of relatively small companies with a market capitalization of less than $1.5 billion at the time of investment. |
| Last Dividend
| N/A | | Last Cap Gain
(28-Dec-07):
| 3.30 | | Annual Holdings Turnover
| 85.00% | | Average for Category:
| 114.64% |
|
| Expense | OBEGX | Category
Avg | | Total Expense Ratio: | 1.28%
| 1.60% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$409 | $686 | | 5 Yr Expense Projection*: |
$708 | $1,085 | | 10 Yr Expense Projection*: |
$1,556 | $2,158 |
|
|
1.49% Nasdaq 
0.27%
Profile
