OBMCX Mutual Fund Analysis & Holdings | MarketXLS

OBMCX Mutual Fund

NAV$73.54

AUM$617M

TER1.47%

Holdings77

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OBMCX Mutual Fund

NAV$73.54

Oberweis Micro-Cap Fund Investor Class

AUM$617M

TER1.47%

Holdings77

See inside every fund you own

$149/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare OBMCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings OBMCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OBMCX Mutual Fund Overlap Analysis

OBMCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

OBMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, OBMCX may share significant positions with broad-market funds.

OBMCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OBMCX tax-loss harvesting finds highly correlated but non-identical funds.