Oberweis Micro Cap Fund

Shareclass

Oberweis Micro-Cap (OBMCX)

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

Unranked

Not ranked due to low data coverage

% Equileap coverage

23%

Gender balance in leadership and workforce

18/40

See the score criteria

Equal compensation and work life balance

1/30

See the score criteria

Policies promoting gender equality

14/20

See the score criteria

Commitment, transparency, and accountability

0/10

See the score criteria

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 Micro Cap Fund OBMCX

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

N/A

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. AtriCure Inc
0.7% of assets
$4.63M invested
2. Catalyst Pharmaceuticals Inc
1.48% of assets
$9.75M invested
3. Verint Systems Inc
0.84% of assets
$5.54M invested
4. ICF International Inc
0.65% of assets
$4.26M invested
5. Veracyte Inc
1.44% of assets
$9.44M invested
6. Cellebrite DI Ltd
2.05% of assets
$13.48M invested
7. M/I Homes Inc
1.18% of assets
$7.74M invested
8. Camtek Ltd
2.46% of assets
$16.15M invested
9. Ambarella Inc
2.02% of assets
$13.3M invested
10. Gentherm Inc Class A
0.56% of assets
$3.68M 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. ADMA Biologics Inc
5.32% of assets
$35M invested
2. FB Financial Corp
0.97% of assets
$6.36M invested
3. Boot Barn Holdings Inc
1.17% of assets
$7.71M invested
4. Sterling Infrastructure Inc
0.7% of assets
$4.6M invested
5. Hawkins Inc
0.85% of assets
$5.61M invested
6. Powell Industries Inc
0.57% of assets
$3.72M invested
7. Gentherm Inc Class A
0.56% of assets
$3.68M invested
8. Ambarella Inc
2.02% of assets
$13.3M invested
9. Camtek Ltd
2.46% of assets
$16.15M invested
10. M/I Homes Inc
1.18% of assets
$7.74M invested

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Top-scoring funds

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Financial performance

Performance data provided by

Find more financial data on OBMCX at Morningstar.com

Gender Equality and Returns

Returns chart for Oberweis Micro Cap 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

OBMCX

Oberweis Micro Cap Fund

Family

Oberweis

Category

Small Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

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: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

2.61% more in annualized returns

Lower overall gender equality score

22 / 100 points lower

Lower gender balance in leadership and workforce score

9 / 40 points lower

Lower equal compensation and work life balance score

8 / 30 points lower

Lower policies promoting gender equality score

4 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

OBMCX

Oberweis Micro Cap Fund

Family

Oberweis

Category

Small Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

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: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

2.61% more in annualized returns

Lower overall gender equality score

22 / 100 points lower

Lower gender balance in leadership and workforce score

9 / 40 points lower

Lower equal compensation and work life balance score

8 / 30 points lower

Lower policies promoting gender equality score

4 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

OBMCX

Oberweis Micro Cap Fund

Family

Oberweis

Category

Small Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

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: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

2.61% more in annualized returns

Lower overall gender equality score

22 / 100 points lower

Lower gender balance in leadership and workforce score

9 / 40 points lower

Lower equal compensation and work life balance score

8 / 30 points lower

Lower policies promoting gender equality score

4 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
OBMCX - Oberweis Micro Cap Fund

3.25%

7.47%

27%

15%

33 / 100 points

Benchmark

8.22%

9.03%

19%

12%

55 / 100 points

Fund compared to benchmark

-4.97%

-1.57%

8.79%

2.61%

22 / 100 points lower

Find more financial data on OBMCX at Morningstar.com

What's next?

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Invest Your Values

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