OBGIX Mutual Fund

OBGIX Mutual Fund (Oberweis Global Opportunities Fund Institutional Class) is managed by The Oberweis Funds with $27.8M in net assets. OBGIX expense ratio is 1.19%, holding 52 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2017-05-01.

OBGIX performance shows a YTD return of 19.77%. The 1-year return is 27.77% and the 5-year return is 4.83%. OBGIX dividend yield stands at 10.26%, paid annually.

OBGIX 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 OBGIX holdings, OBGIX sectors, or OBGIX dividends.

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