OFIGX Mutual Fund

OFIGX Mutual Fund (Oberweis Focused International Growth Fund) is managed by The Oberweis Funds with $45.3M in net assets. OFIGX expense ratio is 0.81%, holding 40 positions across sectors including Financials, Information Technology, Energy. Inception date: 2022-03-31.

OFIGX performance shows a YTD return of 8.21%. The 1-year return is 9.92%. OFIGX dividend yield stands at 0.68%, paid annually.

OFIGX top holdings include Kioxia Holdings Corp (8.2%), Fidelity Inv Mmkt Govt-I 12/31/2031 (7.4%), Sumitomo Electric (4.6%), Zurich Insurance Group. Namen Akt (4.4%), Asml Holding Nv Unsponsored Adr Ordinary Shares (4.2%). 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.