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Oberweis International Opps Instl (OBIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.66-0.05 (-0.57%)
At close: 08:01PM EDT

Oberweis International Opps Instl

Lisle IL 60532

3333 Warrenville Road, Suite 500

Oberweis Funds

Management information
Ralf A. Scherschmidt,Lead manager since 31 January 2007
Ralf joined Oberweis Asset Management, Inc. in November 2006 and is the lead Portfolio Manager on the International team. Prior to joining OAM, he was an International Equity Analyst at Jetstream Capital, LLC, a premier global hedge fund ranked by Bloomberg Magazine as one of “The World’s Top Hedge Funds”. Ralf has also worked for Aragon Global Management, LLC, a global hedge fund affiliated with Tiger Management. Previously, he was a banker at NM Rothschild & Sons Limited, one of the world’s leading M&A boutiques, advising on M&A and LBO transactions. He earned his MBA from Harvard Business School and a BSBA, summa cum laude, in Finance, Accounting and Chinese from Georgetown University. Ralf lived and/or has work experience in Europe, the UK, South Africa, China and Taiwan and he is fluent in German. Ralf has been a featured speaker at The Advisors MoneyShow, and has been published in the Institutional Investor’s Journal of Private Equity and the CFA Institute’s CFA Digest. He has also been interviewed by The Wall Street Journal, Barron's, The New York Times, Bloomberg, Reuters, the Associated Press, USA Today, CNNMoney, SmartMoney, Money Magazine, Investor's Business Daily, and the Financial Times.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryForeign Small/Mid Growth
Fund familyOberweis
Net assets351.03M
YTD return6.47%
Yield1.81%
Morningstar rating★★
Inception date9 Mar 2014

Fund operations

Last dividend0.16
Last cap gain-47.00
Holdings turnover103.00%
Average for categoryN/A

Fees and expenses

ExpenseOBIIXCategory average
Annual report expense ratio (net)1.10%1.30%
Prospectus net expense ratio1.10%N/A
Prospectus gross expense ratio1.14%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A