OBIIX Mutual Fund

OBIIX Mutual Fund (Oberweis International Opportunities Institutional Fund) is managed by The Oberweis Funds with $288.9M in net assets. OBIIX expense ratio is 1.10%, holding 79 positions across sectors including Consumer Discretionary, Industrials, Materials. Inception date: 2014-03-10.

OBIIX performance shows a YTD return of 3.57%. The 1-year return is 7.99% and the 5-year return is -1.71%. OBIIX dividend yield stands at 1.06%, paid annually.

OBIIX top holdings include Fidelity Investments Money Market Government Portfolio Class I (2.9%), Games Workshop Group Plc (2.8%), Mitsui E&S Co Ltd (2.5%), Storebrand (2.4%), Aritzia Subordinate Voting Inc (2.3%). Go to all OBIIX holdings, OBIIX sectors, or OBIIX dividends.

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