Oberweis Micro Cap Portfolio (OBMCX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.48: the stock has moved about 48% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerOberweis Micro Cap Portfolio (OBMCX) trades at $69.72. Oberweis Micro Cap Portfolio (OBMCX) is a financial services company specializing in asset management. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for OBMCX: OBMCX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Oberweis Micro Cap Portfolio (OBMCX) Financial Services Profile
Oberweis Micro Cap Portfolio (OBMCX) is an asset management fund focused on identifying and investing in high-growth potential, very small companies, primarily those with market caps below $600 million. The fund operates within the competitive financial services sector, aiming to deliver long-term capital appreciation through strategic investments in micro-cap stocks.
What Is the Investment Thesis for OBMCX?
With a market capitalization of $1.04 billion and a beta of 1.48, the fund offers exposure to a volatile yet potentially rewarding segment of the market. The fund's strategy of investing in companies with market caps under $600 million or within the Russell Micro-Cap Growth Index aims to capture significant long-term growth. Key value drivers include the fund's ability to identify and invest in companies with strong growth prospects, leveraging its research and analysis capabilities. The absence of a dividend yield reflects a focus on reinvesting earnings to fuel further growth. The fund's success hinges on its ability to navigate the risks associated with micro-cap investing and capitalize on the opportunities presented by this dynamic market segment.
Based on FMP financials and quantitative analysis
OBMCX Key Highlights
Market capitalization of $1.04 billion indicates the fund's size and scope within the micro-cap investment landscape.
- Beta of 1.48 suggests higher volatility compared to the overall market, reflecting the risk profile associated with micro-cap stocks.
- The fund invests at least 80% of its net assets in companies with a market capitalization of $600 million or less, focusing on very small companies.
- Investment strategy centers on identifying companies with the potential for significant long-term growth in market value.
- Absence of dividend yield reflects a focus on reinvesting earnings to fuel further growth rather than distributing income to investors.
Who Are OBMCX's Competitors?
OBMCX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| APHQX Artisan Mid Cap Value Fund | $16.04 | 0.00% | $927M | — |
| COVAX Columbia Small Cap Value Fund II Class A | $14.32 | +0.99% | $867M | — |
| CWVGX Calvert International Equity Fund Class A | $26.88 | +0.86% | $815M | — |
| CWVIX Calvert International Equity Fund Class I | $29.15 | +0.90% | $816M | — |
| DHMIX Diamond Hill Small Mid Cap Fund Class I | $26.92 | +0.56% | $822M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 49 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 67 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 55 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are OBMCX's Key Strengths?
Focus on high-growth potential micro-cap companies.
- Experienced investment team with expertise in micro-cap investing.
- Research-driven approach to investment decision-making.
What Are OBMCX's Weaknesses?
Higher volatility compared to larger, more established companies.
- Limited liquidity in micro-cap stocks.
- Dependence on the performance of a small number of holdings.
What Are the Key Risks for OBMCX?
Economic downturns could disproportionately impact micro-cap companies.
- Increased competition from other asset management firms.
- Regulatory changes affecting the micro-cap market.
- Higher volatility compared to larger, more established companies.
- Limited liquidity in micro-cap stocks.
What Are OBMCX's Competitive Advantages?
- Expertise in identifying and analyzing micro-cap companies.
- Established track record of investing in high-growth potential businesses.
- Research-driven approach to investment decision-making.
What Does OBMCX Do?
Oberweis Micro Cap Portfolio (OBMCX) is a fund dedicated to investing in the securities of very small companies. Under normal circumstances, the fund allocates at least 80% of its net assets to companies with a market capitalization of $600 million or less, or those within the range of companies represented in the Russell Micro-Cap Growth Index, whichever is greater. The fund's investment strategy centers on identifying companies that the investment adviser believes possess the potential for significant long-term growth in market value. This approach reflects a focus on capturing opportunities in the micro-cap segment, which can offer higher growth potential compared to larger, more established companies. The fund's investment decisions are guided by in-depth research and analysis, aiming to pinpoint businesses with strong fundamentals and promising growth prospects. By concentrating on micro-cap stocks, Oberweis Micro Cap Portfolio seeks to provide investors with exposure to a niche area of the market that may be underfollowed by larger institutional investors. The fund's investment philosophy underscores a commitment to identifying and nurturing long-term growth opportunities within the micro-cap space, aligning its interests with those of its investors seeking capital appreciation.
What Products and Services Does OBMCX Offer?
- Invests in securities of very small companies.
- Allocates at least 80% of net assets to companies with market caps of $600 million or less.
- Focuses on companies within the range of the Russell Micro-Cap Growth Index.
- Identifies companies with potential for significant long-term growth in market value.
- Conducts in-depth research and analysis to pinpoint promising businesses.
- Provides investors with exposure to a niche area of the market.
- Seeks to capture opportunities in the micro-cap segment.
How Does OBMCX Make Money?
- Generates revenue through management fees charged on assets under management.
- Investment decisions are guided by in-depth research and analysis.
- Focuses on identifying and nurturing long-term growth opportunities within the micro-cap space.
What Industry Does OBMCX Operate In?
Oberweis Micro Cap Portfolio operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The fund's focus on micro-cap stocks positions it within a niche segment of the broader market, offering exposure to companies with high growth potential. The asset management industry is influenced by factors such as interest rates, economic growth, and investor sentiment. The competitive landscape includes other asset management firms that focus on small-cap and micro-cap investments. Oberweis Micro Cap Portfolio differentiates itself through its specific investment criteria and research-driven approach to identifying promising micro-cap companies.
Who Are OBMCX's Key Customers?
- Individual investors seeking capital appreciation.
- Institutional investors looking for exposure to micro-cap stocks.
- Investors interested in high-growth potential investments.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
OBMCX Financials
Bull Case vs Bear Case
Bull Case
- Focus on high-growth potential micro-cap companies.
- Experienced investment team with expertise in micro-cap investing.
- Research-driven approach to investment decision-making.
- Ongoing: Increased investor interest in micro-cap stocks could drive higher valuations.
Bear Case
- Higher volatility compared to larger, more established companies.
- Limited liquidity in micro-cap stocks.
- Dependence on the performance of a small number of holdings.
- Potential: Economic downturns could disproportionately impact micro-cap companies.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
OBMCX Latest News
No recent news available for OBMCX.
OBMCX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for OBMCX.
Price Targets
Wall Street price target analysis for OBMCX.
OBMCX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for OBMCX; grades run from A+ (80-100) to F (below 30).
Oberweis Micro Cap Portfolio Financials Stock: Key Questions Answered
What are the main risks for OBMCX?
The main risks for Oberweis Micro Cap Portfolio are inherent in its focus on micro-cap companies. These companies are generally more volatile and susceptible to economic downturns compared to larger, more established businesses. Limited liquidity in micro-cap stocks can also pose a challenge, making it difficult to buy or sell shares without impacting the market price.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and may be subject to change.
- Investment decisions should be based on individual risk tolerance and financial circumstances.