Oberweis Global Opportunities Fund

Shareclass
Oberweis Global Opportunities Investor (OBEGX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Oberweis Global Opportunities Fund

FUND COVERAGE
# of holdings46
% of assets81%
Score
41 / 100
Rank

1.8 percentile

Group: International Equity

Rank: #1,076 out of 1,095

Grade
F

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

19 / 40

Gender Equality: Equal Compensation and Work Life Balance

7 / 30

Gender Equality: Policies Promoting Gender Equality

15 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Storebrand ASA
         % of fund invested: 0.99%
         $USD invested: $623,370
  • 2. ICG Plc
         % of fund invested: 2.42%
         $USD invested: $1.52M
  • 3. Hensoldt AG Ordinary Shares
         % of fund invested: 1.92%
         $USD invested: $1.2M
  • 4. Halozyme Therapeutics Inc
         % of fund invested: 0.83%
         $USD invested: $520,200
  • 5. Parsons Corp
         % of fund invested: 2.15%
         $USD invested: $1.35M
  • 6. De'Longhi SpA
         % of fund invested: 1.05%
         $USD invested: $658,028
  • 7. Merit Medical Systems Inc
         % of fund invested: 1.42%
         $USD invested: $888,060
  • 8. Definity Financial Corp
         % of fund invested: 1.03%
         $USD invested: $646,943
  • 9. Games Workshop Group PLC
         % of fund invested: 2.77%
         $USD invested: $1.74M
  • 10. Just Group PLC
         % of fund invested: 1.58%
         $USD invested: $991,773
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Argan Inc
         % of fund invested: 3.27%
         $USD invested: $2.05M
  • 2. ADMA Biologics Inc
         % of fund invested: 4.29%
         $USD invested: $2.69M
  • 3. Futu Holdings Ltd ADR
         % of fund invested: 0.93%
         $USD invested: $580,873
  • 4. Freshworks Inc Ordinary Shares Class A
         % of fund invested: 1.07%
         $USD invested: $672,441
  • 5. Zeta Global Holdings Corp Class A
         % of fund invested: 2.55%
         $USD invested: $1.6M
  • 6. BayCurrent Inc
         % of fund invested: 2.5%
         $USD invested: $1.57M
  • 7. Flowserve Corp
         % of fund invested: 1.61%
         $USD invested: $1.01M
  • 8. SharkNinja Inc
         % of fund invested: 2.94%
         $USD invested: $1.84M
  • 9. Pegasystems Inc
         % of fund invested: 1.04%
         $USD invested: $649,560
  • 10. LeMaitre Vascular Inc
         % of fund invested: 1.38%
         $USD invested: $863,720

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Oberweis Global Opportunities Fund

Totals

Holdings
Assets
Weight
Prisons
1
$488,000
0.78%
     Prisons high risk
1
$488,000
0.78%
     Private prisons
0
$0
0%
Borders
1
$488,000
0.78%
     Borders high risk
1
$488,000
0.78%
Total
1
$488,000
0.78%
Full fund results

Holdings — 1 flagged holdings

1.
Cellebrite DI Ltd
Prisons
Borders
$488,000
0.78%
Prisons
Borders :
$488,000
0.78%
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