Oberweis Micro Cap Fund Quote

OMCIX Fund  USD 39.77  0.09  0.23%   

Performance

5 of 100

 
Low
 
High
Modest

Odds Of Distress

Less than 41

 
100  
 
Zero
Below Average
Oberweis Micro-cap is trading at 39.77 as of the 29th of March 2024; that is 0.23 percent increase since the beginning of the trading day. The fund's open price was 39.68. Oberweis Micro-cap has about a 41 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Oberweis Micro Cap Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of April 2023 and ending today, the 29th of March 2024. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets in the securities of very small companies which, at the time of purchase, have a market capitalization of less than or equal to 600 million or are within the range of companies represented in the Russell Micro-Cap Growth Index, whichever is greater. More on Oberweis Micro Cap Fund

Moving together with Oberweis Mutual Fund

  0.82VSGAX Vanguard Small-cap GrowthPairCorr
  0.82VSGIX Vanguard Small-cap GrowthPairCorr
  0.82VISGX Vanguard Small-cap GrowthPairCorr
  0.8VEXPX Vanguard Explorer FundPairCorr
  0.8VEXRX Vanguard Explorer FundPairCorr
  0.79JGMIX Janus Triton FundPairCorr
  0.79JGMRX Janus Triton FundPairCorr

Oberweis Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Oberweis Micro-cap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Oberweis Micro-cap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationSmall Growth, Oberweis (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Oberweis Micro Cap Fund [OMCIX] is traded in USA and was established 29th of March 2024. The fund is listed under Small Growth category and is part of Oberweis family. This fund now has accumulated 348.77 M in assets with minimum initial investment of 1000 K. Oberweis Micro-cap Fund is currently producing year-to-date (YTD) return of 2.34%, while the total return for the last 3 years was 9.27%.
Check Oberweis Micro-cap Probability Of Bankruptcy

Instrument Allocation

Top Oberweis Micro Cap Fund Mutual Fund Constituents

ATECAlphatec HoldingsStockHealth Care
AAOIApplied OptStockInformation Technology
ACLSAxcelis TechnologiesStockInformation Technology
EXTRExtreme NetworksStockInformation Technology
AXTIAXT IncStockInformation Technology
SHYFShyft GroupStockIndustrials
BANDBandwidthStockCommunication Services
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Oberweis Micro-cap Fund Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Oberweis Micro-cap market risk premium is the additional return an investor will receive from holding Oberweis Micro-cap long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Oberweis Micro-cap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Oberweis Micro-cap's alpha and beta are two of the key measurements used to evaluate Oberweis Micro-cap's performance over the market, the standard measures of volatility play an important role as well.

Oberweis Micro-cap Against Markets

Picking the right benchmark for Oberweis Micro-cap mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Oberweis Micro-cap mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Oberweis Micro-cap is critical whether you are bullish or bearish towards Oberweis Micro Cap Fund at a given time. Please also check how Oberweis Micro-cap's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Oberweis Micro-cap without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Oberweis Mutual Fund?

Before investing in Oberweis Micro-cap, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Oberweis Micro-cap. To buy Oberweis Micro-cap fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Oberweis Micro-cap. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Oberweis Micro-cap fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Oberweis Micro Cap Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Oberweis Micro Cap Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Oberweis Micro Cap Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Oberweis Micro Cap Fund?

The danger of trading Oberweis Micro Cap Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Oberweis Micro-cap is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Oberweis Micro-cap. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Oberweis Micro-cap Fund is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oberweis Micro Cap Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

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When running Oberweis Micro-cap's price analysis, check to measure Oberweis Micro-cap's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oberweis Micro-cap is operating at the current time. Most of Oberweis Micro-cap's value examination focuses on studying past and present price action to predict the probability of Oberweis Micro-cap's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oberweis Micro-cap's price. Additionally, you may evaluate how the addition of Oberweis Micro-cap to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Oberweis Micro-cap's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oberweis Micro-cap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oberweis Micro-cap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.