OFIGX Mutual Fund

OFIGX Mutual Fund (Oberweis Focused International Growth Fund) is managed by The Oberweis Funds with $46.6M in net assets. OFIGX expense ratio is 0.81%, holding 39 positions across sectors including Financials, Industrials, Energy. Inception date: 2022-03-31.

OFIGX performance shows a YTD return of 9.59%. The 1-year return is 18.47%. OFIGX dividend yield stands at 0.67%, paid annually.

OFIGX top holdings include Fidelity Instl Cash Ptf / Govt Cl I (7.2%), Shell plc (4.2%), Sumitomo Electric (4.1%), Astrazeneca Plc (4.0%), Siemens Energy Ag (3.8%). Go to all OFIGX holdings, OFIGX sectors, or OFIGX dividends.

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