Oberweis Micro Cap Fund

Shareclass
Oberweis Micro-Cap (OBMCX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Oberweis Micro Cap Fund

FUND COVERAGE
# of holdings21
% of assets29%
Score
34 / 100
Rank

UNRANKED

Fund is below coverage threshold

Grade
N/A

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

18 / 40

Gender Equality: Equal Compensation and Work Life Balance

2 / 30

Gender Equality: Policies Promoting Gender Equality

14 / 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. Huron Consulting Group Inc
         % of fund invested: 0.77%
         $USD invested: $5.57M
  • 2. Diodes Inc
         % of fund invested: 1.6%
         $USD invested: $11.57M
  • 3. Catalyst Pharmaceuticals Inc
         % of fund invested: 1.41%
         $USD invested: $10.14M
  • 4. Verint Systems Inc
         % of fund invested: 0.89%
         $USD invested: $6.39M
  • 5. National Vision Holdings Inc
         % of fund invested: 1.9%
         $USD invested: $13.69M
  • 6. Magnite Inc
         % of fund invested: 1.72%
         $USD invested: $12.4M
  • 7. Cellebrite DI Ltd
         % of fund invested: 0.7%
         $USD invested: $5.07M
  • 8. Ambarella Inc
         % of fund invested: 1.94%
         $USD invested: $14.01M
  • 9. M/I Homes Inc
         % of fund invested: 0.91%
         $USD invested: $6.53M
  • 10. Veracyte Inc
         % of fund invested: 0.89%
         $USD invested: $6.45M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Argan Inc
         % of fund invested: 1.71%
         $USD invested: $12.3M
  • 2. ADMA Biologics Inc
         % of fund invested: 3.17%
         $USD invested: $22.82M
  • 3. FB Financial Corp
         % of fund invested: 0.78%
         $USD invested: $5.59M
  • 4. Boot Barn Holdings Inc
         % of fund invested: 0.89%
         $USD invested: $6.4M
  • 5. Sterling Infrastructure Inc
         % of fund invested: 0.87%
         $USD invested: $6.3M
  • 6. AvePoint Inc Ordinary Shares - Class A
         % of fund invested: 0.79%
         $USD invested: $5.72M
  • 7. Primoris Services Corp
         % of fund invested: 2.08%
         $USD invested: $15M
  • 8. Hawkins Inc
         % of fund invested: 0.9%
         $USD invested: $6.49M
  • 9. LeMaitre Vascular Inc
         % of fund invested: 1.19%
         $USD invested: $8.59M
  • 10. Powell Industries Inc
         % of fund invested: 1.09%
         $USD invested: $7.83M

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 Micro Cap Fund

Totals

Holdings
Assets
Weight
Prisons
1
$5.07M
0.7%
     Prisons high risk
1
$5.07M
0.7%
     Private prisons
0
$0
0%
Borders
1
$5.07M
0.7%
     Borders high risk
1
$5.07M
0.7%
Total
1
$5.07M
0.7%
Full fund results

Holdings — 1 flagged holdings

1.
Cellebrite DI Ltd
Prisons
Borders
$5.07M
0.7%
Prisons
Borders :
$5.07M
0.7%
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