OBEGX Mutual Fund

OBEGX Mutual Fund (Oberweis Global Opportunities Fund Investor Class) is managed by The Oberweis Funds with $47.4M in net assets. OBEGX expense ratio is 1.44%, holding 52 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 1987-01-07.

OBEGX performance shows a YTD return of 19.62%. The 1-year return is 27.46% and the 5-year return is 4.56%. OBEGX dividend yield stands at 10.58%, paid annually.

OBEGX top holdings include Lumentum Holdings Inc (4.6%), Applied Optoelectronics Inc (4.6%), Credo Technology Group Holding Ltd Ordinary Shares (4.5%), Digitalocean Holdings Inc (3.2%), Sharkninja Inc (3.1%). Go to all OBEGX holdings, OBEGX sectors, or OBEGX dividends.

OBEGX can be compared against other funds. Use OBEGX overlap to find shared positions, or OBEGX vs another fund for a side-by-side view. OBEGX alternatives are available via the screener, along with tax-loss harvesting opportunities.