Oberweis International Opportunities Fund
Shareclass
Oberweis International Opps Instl (OBIIX)
Type
Open-end mutual fund
Manager
Gender equality score
48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 936 out of 1,094 funds
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Groups
Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
11/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Oberweis International Opportunities Fund OBIIX
Environment
Social
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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. Storebrand ASA1.81% of assets$6.17M invested
- 2. Kongsberg Gruppen ASA0.99% of assets$3.38M invested
- 3. Marks & Spencer Group PLC3.05% of assets$10.43M invested
- 4. Intermediate Capital Group PLC3.05% of assets$10.43M invested
- 5. Element Fleet Management Corp1.53% of assets$5.21M invested
- 6. Arcadis NV2.02% of assets$6.89M invested
- 7. Santen Pharmaceutical Co Ltd2.4% of assets$8.21M invested
- 8. ConvaTec Group PLC0.42% of assets$1.45M invested
- 9. Banco de Sabadell SA1.34% of assets$4.57M invested
- 10. Aker Solutions ASA0.86% of assets$2.93M 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. ABC-Mart Inc1.55% of assets$5.29M invested
- 2. CTS Eventim AG & Co. KGaA2.3% of assets$7.84M invested
- 3. BayCurrent Inc1.38% of assets$4.71M invested
- 4. Maruwa Co Ltd0.99% of assets$3.38M invested
- 5. Alamos Gold Inc Class A1.82% of assets$6.23M invested
- 6. SWCC Corp1.01% of assets$3.46M invested
- 7. Celestica Inc Ordinary Shares (Subordinate Voting)1.5% of assets$5.12M invested
- 8. Secure Waste Infrastructure Corp1.11% of assets$3.79M invested
- 9. The Japan Steel Works Ltd1.41% of assets$4.8M invested
- 10. Fujikura Ltd2.86% of assets$9.76M invested
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Financial performance
Performance data provided by
Find more financial data on OBIIX at Morningstar.com
Find more financial data on OBIIX at Morningstar.comGender Equality and Returns
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.
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