OBEGX Mutual Fund

OBEGX Mutual Fund (Oberweis Global Opportunities Fund Investor Class) is managed by The Oberweis Funds with $39.5M in net assets. OBEGX expense ratio is 1.44%, holding 57 positions across sectors including Information Technology, Health Care, Consumer Discretionary. Inception date: 1987-01-07.

OBEGX performance shows a YTD return of 15.08%. The 1-year return is 17.52% and the 5-year return is 3.52%.

OBEGX top holdings include Credo Technology Group Holding Ltd (5.9%), Digitalocean Holdings Inc (4.6%), Lumentum Holdings Inc (3.3%), Macom Technology Solutions Holdings, Inc. (3.2%), Games Workshop Group Plc (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.