Oberweis Small-Cap Opportunities Fund (OBSOX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.28: the stock has moved about 28% 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 17, 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 Small-Cap Opportunities Fund (OBSOX) trades at $38.27. Oberweis Small-Cap Opportunities Fund (OBSOX) focuses on investing in small-cap companies with significant long-term growth potential. The fund primarily invests in common stocks believed to have above-average growth prospects. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for OBSOX: OBSOX 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 Small-Cap Opportunities Fund (OBSOX) Financial Services Profile
Oberweis Small-Cap Opportunities Fund (OBSOX) is an asset management fund specializing in identifying and investing in small-cap companies with a market capitalization under $5 billion. The fund targets companies with substantial long-term growth potential within the broader financial services sector, primarily through common stock investments.
What Is the Investment Thesis for OBSOX?
With a market capitalization of $2.06 billion, the fund is positioned to capitalize on the growth potential of smaller companies. The fund's strategy of investing in companies with market caps below $5 billion or within the Russell 2000 Index range allows it to tap into a segment of the market often overlooked by larger institutional investors. Key to the investment thesis is the fund's ability to identify companies with above-average long-term growth potential. This involves a rigorous evaluation process, focusing on companies with strong fundamentals and innovative business models. The fund's beta of 1.28 suggests a higher level of volatility compared to the market, which could translate to higher returns during periods of market expansion. The absence of a dividend yield indicates a focus on capital appreciation rather than income generation, aligning with the fund's growth-oriented investment strategy. The fund's success hinges on its ability to consistently identify and invest in companies that can deliver substantial long-term growth, making it a noteworthy option for investors seeking exposure to the small-cap market.
Based on FMP financials and quantitative analysis
OBSOX Key Highlights
The fund focuses on small-cap companies with market capitalization less than $5 billion.
- The fund invests primarily in common stocks of companies with above-average long-term growth potential.
- The fund's market cap is $2.06 billion.
- The fund has a beta of 1.28, indicating higher volatility compared to the market.
- The fund does not offer a dividend yield, focusing on capital appreciation.
Who Are OBSOX's Competitors?
OBSOX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CIPSX Champlain Small Company Fund | $18.39 | +1.21% | $1.46B | — |
| FISVX Fidelity Small Cap Value Index Fund | $30.50 | +0.86% | $1.92B | — |
| NSGAX Columbia Cornerstone Equity Fund Class A | $25.98 | +0.74% | $1.55B | — |
| PRCOX T. Rowe Price U.S. Equity Research Fund | $76.56 | +0.82% | $1.94B | — |
| RYPNX Royce Small-Cap Opportunity Fund | $19.42 | +1.46% | $1.78B | — |
| 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 OBSOX's Key Strengths?
Focus on high-growth potential small-cap companies.
- Experienced investment advisory team.
- Disciplined investment approach.
What Are OBSOX's Weaknesses?
Higher volatility associated with small-cap investments.
- Dependence on the performance of the small-cap market.
- Lack of dividend yield may deter some investors.
What Are the Key Risks for OBSOX?
Economic downturns negatively impacting small-cap companies and investor sentiment.
- Increased competition from other asset managers leading to lower fees and reduced market share.
- Market volatility affecting the value of small-cap investments.
- Regulatory changes increasing compliance costs and impacting investment strategies.
What Are OBSOX's Competitive Advantages?
- Expertise in identifying and analyzing small-cap companies.
- Established track record of long-term growth.
- Strong research capabilities for uncovering undervalued opportunities.
What Does OBSOX Do?
Oberweis Small-Cap Opportunities Fund (OBSOX) is a financial services entity focused on maximizing long-term capital appreciation by investing in small-cap companies. The fund operates under the premise that smaller companies often possess untapped growth potential that larger, more established firms may lack. The fund's investment strategy revolves around identifying companies with market capitalizations of less than $5 billion at the time of initial investment, or those within the range of the Russell 2000 Index, indicating a focus on the smaller end of the market capitalization spectrum. The fund invests primarily in the common stocks of companies that its investment adviser believes exhibit above-average long-term growth potential. This involves a rigorous evaluation process to pinpoint companies with strong fundamentals, innovative business models, and capable management teams. The fund's investment approach is centered on identifying companies that are poised to outperform their peers and deliver substantial returns to investors over the long term. By focusing on small-cap companies, OBSOX aims to capitalize on the potential for rapid growth and value creation that these companies often offer. The fund's investment decisions are guided by a commitment to thorough research and a disciplined approach to portfolio construction, seeking to generate consistent, long-term investment performance for its shareholders. OBSOX is based in Lisle, Illinois.
What Products and Services Does OBSOX Offer?
- Invests primarily in common stocks of small-cap companies.
- Targets companies with market capitalization less than $5 billion.
- Seeks companies with above-average long-term growth potential.
- Conducts research to identify promising small-cap investments.
- Manages a portfolio of small-cap stocks.
- Aims to achieve long-term capital appreciation for investors.
How Does OBSOX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Investment advisory services for small-cap companies.
- Focuses on long-term capital appreciation through strategic investments.
What Industry Does OBSOX Operate In?
The asset management industry is characterized by intense competition and evolving market dynamics. Funds like Oberweis Small-Cap Opportunities Fund operate within a landscape of diverse investment strategies and asset classes. The small-cap segment, in particular, offers opportunities for high growth but also carries inherent risks due to the volatility and liquidity constraints associated with smaller companies. The industry is influenced by macroeconomic factors, regulatory changes, and investor sentiment. As of 2026, the asset management industry continues to experience growth, driven by increasing demand for investment products and services. Oberweis Small-Cap Opportunities Fund competes with other small-cap funds and asset managers, including CIPSX (Columbia Small Cap Value II Fund), FISVX (Fidelity Small Cap Value Index Fund), NSGAX (Neuberger Berman Genesis Fund), PRCOX (T. Rowe Price Small-Cap Stock Fund), and RYPNX (Transamerica Small Cap Value A).
Who Are OBSOX's Key Customers?
- Individual investors seeking exposure to small-cap stocks.
- Institutional investors looking for long-term growth opportunities.
- Retirement funds and other investment vehicles.
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
OBSOX Financials
Bull Case vs Bear Case
Bull Case
- Focus on high-growth potential small-cap companies.
- Experienced investment advisory team.
- Disciplined investment approach.
- Ongoing: Continued growth in the small-cap market, driven by economic expansion and investor demand.
Bear Case
- Higher volatility associated with small-cap investments.
- Dependence on the performance of the small-cap market.
- Lack of dividend yield may deter some investors.
- Potential: Economic downturns negatively impacting small-cap companies and investor sentiment.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
OBSOX Latest News
No recent news available for OBSOX.
OBSOX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for OBSOX.
Price Targets
Wall Street price target analysis for OBSOX.
OBSOX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for OBSOX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Oberweis Small-Cap Opportunities Fund (OBSOX) — Financials
What are the main risks for OBSOX?
The main risks for Oberweis Small-Cap Opportunities Fund are inherent to investing in small-cap companies. These include higher volatility compared to larger, more established companies, as well as liquidity constraints that can make it more difficult to buy or sell shares.
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 absence of this analysis may affect the comprehensiveness of the dossier.
- Financial data is based on available information and may be subject to change.