Oberweis Micro-Cap
3333 Warrenville Road Suite 500 Lisle IL 60532
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Phone: 800-245-7311
| Category: | Small Growth | | Fund Family: | Oberweis | | Net Assets: | 39.24M | | Year-to-Date Return: | -25.84% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-95 |
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James W. Oberweis
Lead Manager since
01-Jan-96 | | | 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 |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in the securities of very small companies with a market capitalization of $400 million or less at the time of investment. |
| Last Dividend
| N/A | | Last Cap Gain
(28-Dec-07):
| 2.13 | | Annual Holdings Turnover
| 65.00% | | Average for Category:
| 113.59% |
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| Expense | OBMCX | Category
Avg | | Total Expense Ratio: | 1.58%
| 1.59% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.65% | | 3 Yr Expense Projection*: |
$502 | $692 | | 5 Yr Expense Projection*: |
$866 | $1,095 | | 10 Yr Expense Projection*: |
$1,889 | $2,169 |
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0.29% Nasdaq 
0.14%
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