Oberweis Small-Cap Opportunities Fund - OBERWEIS FUNDS
Shareclass
Oberweis Small-Cap Opportunities Fund Institutional Class (OBSIX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
39
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 771 out of 1,038 funds
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Groups
Gender balance in leadership and workforce
19/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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 Small-Cap Opportunities Fund - OBERWEIS FUNDS OBSIX
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. New York Times Co/The1.19% of assets$21.01M invested
- 2. Workiva Inc0.62% of assets$11M invested
- 3. Halozyme Therapeutics Inc0.41% of assets$7.24M invested
- 4. Genpact Ltd1.33% of assets$23.43M invested
- 5. Commvault Systems Inc0.79% of assets$13.9M invested
- 6. Merit Medical Systems Inc1.25% of assets$21.99M invested
- 7. Assurant Inc1.13% of assets$19.99M invested
- 8. American Eagle Outfitters Inc1.22% of assets$21.48M invested
- 9. Q2 Holdings Inc1.27% of assets$22.35M invested
- 10. ACI Worldwide Inc0.86% of assets$15.25M 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. Applied Optoelectronics Inc1.86% of assets$32.85M invested
- 2. Levi Strauss & Co1.17% of assets$20.61M invested
- 3. Dana Inc1.07% of assets$18.92M invested
- 4. Solaris Energy Infrastructure Inc0.96% of assets$16.87M invested
- 5. Core Natural Resources Inc0.9% of assets$15.79M invested
- 6. First Merchants Corp0.42% of assets$7.35M invested
- 7. Matador Resources Co0.61% of assets$10.78M invested
- 8. DigitalOcean Holdings Inc1.97% of assets$34.67M invested
- 9. Freshworks Inc1.34% of assets$23.63M invested
- 10. Globus Medical Inc1.34% of assets$23.57M invested
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