Macroaxis: Personalized Investing
Simple Personalized Investing

LAIAX CAIRX ACINX CARIX Moderate Air Technology Momentum 
Benchmark SP 500  1,650   0.91  Index Moved Down -0.06% ...


Processing
Collecting data for OBIOX

Oberweis quote and profile

 
 Companies |  Insiders  | Dashboard  
     
15.72
  
FUND
0.10  Macroaxis: 0.64 Up   0.64%  
Last 1 Month(s)
15.2716.54
 

Diversification Suggestion

Use Oberweis to enhance returns of your portfolios. The fund experiences moderate upward volatility
Analyze Oberweis International Trend or Check current 30 days Oberweis correlation with market (S&P 500)
1 Month Beta 0.67  
Highest Price:  
Lowest Price:  
16.54  
15.27  
May 20 2013 
April 26 2013 
As returns on market increase, Oberweis returns are expected to increase less than the market. However during bear market, the loss on holding Oberweis will be expected to be smaller as well.
Oberweis International Opportunities Small BetaOberweis International Beta Legend
OBIOX United States NASDAQ
Oberweis International Opportunities
Oberweis
Foreign Small/Mid Growth
Benchmark S&P 500
Contact Number: 800. 245. 7311
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset25.48 M
 thisGreen OBIOX OBIOX agains markets  0.64 % Macroaxis: 0.64 Moved Up  
 
 United States Russel   0.00 % No Change  
 United States Nasdaq   0.01 % Macroaxis: 0.01 Moved Down  
 
 United States SP 500   0.06 % Macroaxis: 0.06 Moved Down  
 
 United States NYSE   0.25 % Macroaxis: 0.25 Moved Down  
 
Compare to Competition Get Alpha   Get Advice
    
Ralf Scherschmidt  Money Manager
Fund Manager since January 31, 2007
Ralf joined Oberweis Asset Management in November 2006 and is the lead Portfolio Manager for the International Opportunities strategy. Prior to joining OAM, he was an International Equity Analyst at Jetstream Capital, LL...
    

Oberweis Price and Market Media

The median price of Oberweis for the period between Fri, Apr 26, 2013 and Sun, May 26, 2013 is 16.1 with a coefficient of variation of 2.33. The daily time series for the period is distributed with a sample standard deviation of 0.37, arithmetic mean of 16.04, and mean deviation of 0.3. The Fund did not receive any noticable media coverage during the period.
Oberweis         SP 500
Price Growth (%)
 

Oberweis Summary

Oberweis International Opportunities [OBIOX] is traded in USA and was established in January 31, 2007. The fund is listed under Foreign Small/Mid Growth category and is part of Oberweis family. This fund now has accumulated 25.48 M in assets with minimum initial investment of 1 K. Oberweis International Opportunities is currently producing year-to-date (YTD) return of 6.99% with the current yeild of 1.52%, while the total return for the last 3 years was 27.26%.

Fund Instrument Allocation for Oberweis

The fund consists of 94.15% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
Past Market
Over 30
Days
28
Out Of
100
 
Chance of
Less
Than
%
 
Follow Oberweis with Macroaxis syndicated feed, custom widget, or your favorite custom stock ticker
Add To Reader
 
Add Oberweis to your reader
 

Oberweis Research Report

Oberweis vs. Columbia

Correlation analysis and fundamentals comparison between Oberweis International and Columbia Acorn Inter

Oberweis Asset Under Management

Oberweis International Opportunities is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Foreign Small/Mid Growth category is currently estimated at about 61.48 Billion. Oberweis adds roughly 25.48 Million in net asset claiming only tiny portion of all funds under Foreign Small/Mid Growth category.

Oberweis Fundamentals

One Year Return vs Cash Position Weight
Net Asset vs Three Year Return
One Year Return vs Equity Positions Weight
Five Year Return vs Three Year Return

Oberweis vs Competition

Oberweis vs. Columbia Acorn International A
Oberweis vs. Columbia Acorn International R5
Oberweis vs. Columbia Acorn International Z
Oberweis vs. Columbia Acorn International I
Oberweis vs. Columbia Acorn International B
Oberweis vs. Columbia Acorn International C
Oberweis vs. Columbia Acorn International R
Oberweis vs. MFS International New Discovery 529A
Oberweis vs. MFS International New Discovery R1
Oberweis vs. MFS International New Discovery R4

Oberweis May 26 2013 Opportunity Range

Downside Deviation1.2
Information Ratio0.2561
Maximum Drawdown2.72
Value At Risk(1.35)
Potential Upside1.37

 
Analytics
Risk Adjusted Returns Landscape
Live Efficient Frontier
Market Correlation Analysis
Watchlist Analysis
Financial Content
Portfolio Estimation and Projections
Portfolio Theme Builder
 
 
Research Modules
Equities Backtesting Analysis
Instant Retirement Optimizer
Cross-portfolio RSS and Mobile Access
Company, fund, and ETF Directory
Financial Advisor Directory
Insider and Manager Directory
Wealth Management
 Gadgets, Widgets, and Apps          
  
 
Services And Technology
Frequently Asked Questions
Quick Product Tour
Product Technology Overview
Solution Methodology
Plans and Pricing
 
Free Investor Tools
World Market Correlations
Instant Equity Comparator
Watchlist Analysis
Position Suggestions
Equity Alpha Analysis
 
About Us
About Macroaxis
Contact Us
Product Terms Of Use
Service Privacy Policy
Advertising Opportunities
Content

Thanks for checking out Macroaxis

Tell us what you like and what you don't like. We promise we'll not only listen but write you back

Contact Us
Macroaxis is user-driven community of investors. We appreciate any feedback or comment you can provide. Please fill out our quick survey to help us provide your with a better service and user experience

Fill Out Quick Survey
Most of the functionality on our site is free to use. However we do provide premium service to sophisticated investors. Our premium subscription will give you unprecedented capabilities to optimize your portfolios using robust financial analysis toolkit, fast mean-variance optimization engine, and proven portfolio theory

Go Premium