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OBGIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$30.49
Change
+$0.12 (+0.40%)
Net Assets
57.92M

OBGIX Oberweis Global Opportunities Instl Forecast, Technical & Fundamental Analysis

Category WorldStock
A.I.Advisor
published Highlights

Industry description

The investment seeks to maximize capital appreciation. The fund normally invests at least 80% of its net assets in the securities of relatively small companies, which, at the time of investment, have a market capitalization of less than or equal to $1.5 billion or are within the range of companies represented in the MSCI ACWI Small-Cap Index, whichever is greater. It may invest without limit in U.S. and non-U.S. companies. The fund may invest in equity-linked certificates issued and/or guaranteed by counterparties rated A or better by Moody's or S&P Corporation or issued and/or guaranteed by counterparties deemed to be of similar quality by OAM.

Market Cap

The average market capitalization across the Oberweis Global Opportunities Instl MF is 7.92B. The market cap for tickers in the group ranges from 1.08B to 30.71B. VRT holds the highest valuation in this group at 30.71B. The lowest valued company is BELFB at 1.08B.

Volume

The average weekly volume growth across all stocks in the Oberweis Global Opportunities Instl MF was 30%. For the same stocks of the MF, the average monthly volume growth was 21% and the average quarterly volume growth was -0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 63
P/E Growth Rating: 78
Price Growth Rating: 56
SMR Rating: 54
Profit Risk Rating: 55
Seasonality Score: -4 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldStock

Profile
Fundamentals
Details
Category
Global Small/Mid Stock
Address
Oberweis Funds3333 Warrenville Road, Suite 500Lisle
Phone
N/A
Web
www.oberweisfunds.com
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OBGIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OBGIX has been closely correlated with RSLBX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if OBGIX jumps, then RSLBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OBGIX
1D Price
Change %
OBGIX100%
+0.40%
RSLBX - OBGIX
91%
Closely correlated
+0.58%
SMCWX - OBGIX
90%
Closely correlated
+0.57%
SFCWX - OBGIX
90%
Closely correlated
+0.57%
RSEBX - OBGIX
90%
Closely correlated
+0.55%
RSLDX - OBGIX
90%
Closely correlated
+0.57%
More