Oberweis Focused International Growth Fund

Shareclass

Oberweis Focused International Gr Fd (OFIGX)

Type

Open-end mutual fund

Manager

Oberweis

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

82.9

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 188 out of 1,094 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. AstraZeneca PLC
1.9% of assets
$144,151 invested
2. Publicis Groupe SA
1.55% of assets
$117,361 invested
3. BHP Group Ltd
1.52% of assets
$115,056 invested
4. Unilever PLC
2.63% of assets
$199,274 invested
5. Xero Ltd
1.37% of assets
$104,333 invested
6. Shell PLC
2.29% of assets
$173,580 invested
7. Schneider Electric SE
3.29% of assets
$249,534 invested
8. NatWest Group PLC
2.6% of assets
$197,325 invested
9. BP PLC
1.44% of assets
$109,221 invested
10. Societe Generale SA
1.19% of assets
$90,027 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Shopify Inc Registered Shs -A- Subord Vtg
1.4% of assets
$106,330 invested
2. Toyota Motor Corp
2.32% of assets
$175,727 invested
3. Hitachi Ltd
5.32% of assets
$404,086 invested
4. Sumitomo Corp
2% of assets
$151,488 invested
5. Sony Group Corp
2.75% of assets
$208,648 invested
6. Mitsubishi UFJ Financial Group Inc
2.52% of assets
$191,465 invested
7. Cadence Design Systems Inc
2.77% of assets
$210,322 invested
8. CRH PLC
1.71% of assets
$129,940 invested
9. Rheinmetall AG
5.89% of assets
$447,231 invested
10. ASML Holding NV
1.85% of assets
$140,605 invested

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Financial performance

Performance data provided by

Find more financial data on OFIGX at Morningstar.com

Gender Equality and Returns

Returns chart for Oberweis Focused International Growth Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

OFIGX

Oberweis Focused International Growth Fund

Family

Oberweis

Category

Foreign Large Growth

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 3-yr returns

0.28% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

OFIGX

Oberweis Focused International Growth Fund

Family

Oberweis

Category

Foreign Large Growth

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 3-yr returns

0.28% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

OFIGX

Oberweis Focused International Growth Fund

Family

Oberweis

Category

Foreign Large Growth

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 3-yr returns

0.28% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
OFIGX - Oberweis Focused International Growth Fund

15%

4.66%

58 / 100 points

Benchmark

6.75%

4.94%

11%

4.92%

57 / 100 points

Fund compared to benchmark

8.32%

-0.28%

1 / 100 points higher

Find more financial data on OFIGX at Morningstar.com

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