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

The investment seeks to maximize capital appreciation... Show more

Category: #Small Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Lumentum Holdings (NASDAQ:LITE).

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 13.18B. The market cap for tickers in the group ranges from 3.24B to 84.23B. LITE holds the highest valuation in this group at 84.23B. The lowest valued company is DAN at 3.24B.

Volume

The average weekly volume growth across all stocks in the Oberweis Small-Cap Opportunities Instl MF was -31%. For the same stocks of the MF, the average monthly volume growth was -21% and the average quarterly volume growth was -54%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 45
Price Growth Rating: 45
SMR Rating: 50
Profit Risk Rating: 56
Seasonality Score: -23 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
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%
N/A
WCMNX - OBSIX
93%
Closely correlated
N/A
WCMLX - OBSIX
93%
Closely correlated
N/A
NRGEX - OBSIX
91%
Closely correlated
+0.21%
VSGAX - OBSIX
58%
Loosely correlated
N/A
VISGX - OBSIX
57%
Loosely correlated
N/A
More
Oberweis Small-Cap Opportunities Instl (OBSIX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com