Oberweis Small-Cap Opportunities Fund
Shareclass
Oberweis Small-Cap Opportunities Instl (OBSIX)
Type
Open-end mutual fund
Manager
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. Equity Fund
Ranking: 2,355 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
15/20
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 Small-Cap Opportunities Fund 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. Doximity Inc Class A2.16% of assets$30.6M invested
- 2. Deckers Outdoor Corp1.06% of assets$14.97M invested
- 3. Assurant Inc1.22% of assets$17.27M invested
- 4. Parsons Corp1.52% of assets$21.52M invested
- 5. Genpact Ltd1.59% of assets$22.49M invested
- 6. Under Armour Inc Class A0.68% of assets$9.55M invested
- 7. Gap Inc1.21% of assets$17.17M invested
- 8. Payoneer Global Inc0.61% of assets$8.62M invested
- 9. Freshpet Inc0.99% of assets$13.97M invested
- 10. Cabot Corp0.99% of assets$13.95M 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. Matador Resources Co0.58% of assets$8.15M invested
- 2. First Merchants Corp0.41% of assets$5.81M invested
- 3. ADMA Biologics Inc1.31% of assets$18.55M invested
- 4. DigitalOcean Holdings Inc1.03% of assets$14.5M invested
- 5. Varonis Systems Inc0.46% of assets$6.48M invested
- 6. Weatherford International PLC Ordinary Shares - New1.23% of assets$17.39M invested
- 7. Wingstop Inc0.56% of assets$7.96M invested
- 8. Qualys Inc0.47% of assets$6.7M invested
- 9. Strategic Education Inc0.89% of assets$12.56M invested
- 10. Zeta Global Holdings Corp Class A2.07% of assets$29.22M invested
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Financial performance
Performance data provided by
Find more financial data on OBSIX at Morningstar.com
Find more financial data on OBSIX 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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