Oberweis International Opportunities Fund Quote

OBIOX Fund  USD 18.49  0.13  0.70%   

Performance

10 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 38

 
100  
 
Zero
Below Average
Oberweis International is trading at 18.49 as of the 28th of March 2024; that is -0.7% down since the beginning of the trading day. The fund's open price was 18.62. Oberweis International has about a 38 percent probability of financial distress in the next few years of operation but had a somewhat ok performance during the last 90 days. Equity ratings for Oberweis International Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of April 2022 and ending today, the 28th of March 2024. Click here to learn more.
The fund invests normally at least 80 percent of its net assets in securities of companies based outside the United States. Currently, securities based outside the United States include equity securities of companies that are organized under other than U.S. More on Oberweis International Opportunities

Moving together with Oberweis Mutual Fund

  0.76USG USCF Gold Strategy Symbol ChangePairCorr
  0.82OBCHX Oberweis China OpporPairCorr
  0.74OBEGX Oberweis Emerging GrowthPairCorr
  0.62OBEMX Oberweis Emerging MarketsPairCorr
  0.75OBGIX Oberweis Emerging GrowthPairCorr
  1.0OBIIX Oberweis InternationalPairCorr

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 International's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Oberweis International or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationOberweis Funds, Large Funds, Foreign Small/Mid Growth Funds, Foreign Small/Mid Growth, Oberweis (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Oberweis International Opportunities [OBIOX] is traded in USA and was established 28th of March 2024. Oberweis International is listed under Oberweis category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Growth category and is part of Oberweis family. This fund now has accumulated 133.61 M in assets with minimum initial investment of 1 K. Oberweis International is currently producing year-to-date (YTD) return of 5.74% with the current yeild of 0.0%, while the total return for the last 3 years was -10.18%.
Check Oberweis International Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Oberweis Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Oberweis Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Oberweis International Opportunities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Oberweis International Opportunities Mutual Fund Constituents

TMNSFTemenos AGPink SheetSoftware—Application
BIOVFSwedish Orphan BiovitrumPink SheetDrug Manufacturers—Specialty & Generic
LOGILogitech International SAStockInformation Technology
CSTMConstellium NvStockMaterials
EVOEvotec SE ADRStockHealth Care
MSUXFMISUMI GroupPink SheetTools & Accessories
SIMGrupo Simec SABStockMaterials
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Oberweis International Target Price Odds Analysis

Based on a normal probability distribution, the odds of Oberweis International jumping above the current price in 90 days from now is under 4%. The Oberweis International Opportunities probability density function shows the probability of Oberweis International mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Oberweis International Opportunities has a beta of -0.0255. This indicates as returns on benchmark increase, returns on holding Oberweis International are expected to decrease at a much lower rate. During the bear market, however, Oberweis International Opportunities is likely to outperform the market. Additionally, oberweis International Opportunities has an alpha of 0.1223, implying that it can generate a 0.12 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 18.49HorizonTargetOdds Above 18.49
96.08%90 days
 18.49 
3.83%
Based on a normal probability distribution, the odds of Oberweis International to move above the current price in 90 days from now is under 4 (This Oberweis International Opportunities probability density function shows the probability of Oberweis Mutual Fund to fall within a particular range of prices over 90 days) .

Oberweis International Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Oberweis International market risk premium is the additional return an investor will receive from holding Oberweis International 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 International. 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 International's alpha and beta are two of the key measurements used to evaluate Oberweis International's performance over the market, the standard measures of volatility play an important role as well.

Oberweis International Against Markets

Picking the right benchmark for Oberweis International 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 International 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 International is critical whether you are bullish or bearish towards Oberweis International Opportunities at a given time. Please also check how Oberweis International'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 International 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 International, 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 International. To buy Oberweis International fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Oberweis International. 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 International fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Oberweis International Opportunities 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 International Opportunities 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 International Opportunities, 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 International Opportunities?

The danger of trading Oberweis International Opportunities 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 International 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 International. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Oberweis International 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 International Opportunities. 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 persons.
You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.

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When running Oberweis International's price analysis, check to measure Oberweis International'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 International is operating at the current time. Most of Oberweis International's value examination focuses on studying past and present price action to predict the probability of Oberweis International'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 International's price. Additionally, you may evaluate how the addition of Oberweis International to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Oberweis International's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oberweis International is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oberweis International'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.