OBEGX
Oberweis Global Opportunities Fund Investor Class
1W: +0.4%
1M: +2.7%
3M: -2.4%
YTD: +23.1%
1Y: +12.5%
3Y: +58.0%
5Y: +10.8%
$39.73
+0.79 (+2.03%)
Weekly Expected Move ±2.4%
$37
$38
$39
$40
$41
Key Statistics
AUM$79M
Holdings33
Top 10 Wt32.3%
Volume0
Avg Volume0
Beta1.26
Portfolio Fundamentals
P/E40.9
P/B7.8
Div Yield0.21%
ROE22.3%
% Profitable56%
Inception1987-01-07
Sector Allocation
Other
35.8%
Technology
29.8%
Healthcare
12.2%
Industrials
10.1%
Consumer Cyclical
5.0%
Basic Materials
2.5%
+2 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Lumentum Holdings Inc | 0JVV.L | 4.62% | $2.7M | 3,800 |
| 2 | Applied Optoelectronics Inc | 0HGV.L | 4.61% | $2.7M | 31,500 |
| 3 | Credo Technology Group Holding | CRDO | 4.48% | $2.6M | 27,600 |
| 4 | DigitalOcean Holdings Inc | DOCN | 3.23% | $1.9M | 21,800 |
| 5 | SharkNinja Inc | SN | 3.13% | $1.8M | 17,100 |
| 6 | Games Workshop Group PLC | — | 2.94% | $1.3M | 7,200 |
| 7 | Diploma PLC | DPLM.L | 2.76% | $1.2M | 20,000 |
| 8 | Sumitomo Pharma Co Ltd | — | 2.73% | $250.7M | 115,800 |
| 9 | Ryohin Keikaku Co Ltd | — | 2.73% | $250.6M | 74,000 |
| 10 | Accelleron Industries AG | — | 2.56% | $1.2M | 16,400 |