OBGIX Mutual Fund

OBGIX Mutual Fund (Oberweis Global Opportunities Fund Institutional Class) is managed by The Oberweis Funds with $25.9M in net assets. OBGIX expense ratio is 1.19%, holding 52 positions across sectors including Information Technology, Health Care, Consumer Discretionary. Inception date: 2017-05-01.

OBGIX performance shows a YTD return of 22.82%. The 1-year return is 25.79% and the 5-year return is 4.82%. OBGIX dividend yield stands at 10.01%.

OBGIX 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 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.