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OBSIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$26.68
Change
+$0.15 (+0.57%)
Net Assets
1.42B

OBSIX Oberweis Small-Cap Opportunities Instl Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Universal Display Corp (NASDAQ:OLED).

Industry description

The investment seeks to maximize capital appreciation. The fund invests normally at least 80% of its net assets in the securities of small-cap companies. Its investment adviser considers small-cap companies as those, at the time of initial investment, with a market capitalization within the range of the holdings of the Russell 2000 Index. The fund invests principally in the common stocks of companies that the adviser believes have the potential for significant long-term growth in market value. It invests in those companies which the adviser considers to have above-average long-term growth potential.

Market Cap

The average market capitalization across the Oberweis Small-Cap Opportunities Instl MF is 4.78B. The market cap for tickers in the group ranges from 356.87M to 8.55B. WFRD holds the highest valuation in this group at 8.55B. The lowest valued company is AEHR at 356.87M.

Volume

The average weekly volume growth across all stocks in the Oberweis Small-Cap Opportunities Instl MF was 195%. For the same stocks of the MF, the average monthly volume growth was 123% and the average quarterly volume growth was 88%

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: 80
Price Growth Rating: 70
SMR Rating: 37
Profit Risk Rating: 66
Seasonality Score: 27 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, OBSIX has been closely correlated with WCMNX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if OBSIX jumps, then WCMNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OBSIX
1D Price
Change %
OBSIX100%
+0.57%
WCMNX - OBSIX
93%
Closely correlated
+0.71%
WCMLX - OBSIX
93%
Closely correlated
+0.62%
VSGAX - OBSIX
92%
Closely correlated
+1.18%
VISGX - OBSIX
92%
Closely correlated
+1.17%
VSGIX - OBSIX
92%
Closely correlated
+1.16%
More