Oberweis Small-Cap Opportunities Fund - OBERWEIS FUNDS
Shareclass
Oberweis Small-Cap Opportunities Fund Institutional Class (OBSIX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Oberweis Small-Cap Opportunities Fund - OBERWEIS FUNDS
FUND COVERAGE
# of holdings54
% of assets66%
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
4 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. New York Times Co/The1.19%$21.01M
- 2. Workiva Inc0.62%$11M
- 3. Halozyme Therapeutics Inc0.41%$7.24M
- 4. Genpact Ltd1.33%$23.43M
- 5. Commvault Systems Inc0.79%$13.9M
- 6. Merit Medical Systems Inc1.25%$21.99M
- 7. Assurant Inc1.13%$19.99M
- 8. American Eagle Outfitters Inc1.22%$21.48M
- 9. Q2 Holdings Inc1.27%$22.35M
- 10. ACI Worldwide Inc0.86%$15.25M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. First Merchants Corp0.42%$7.35M
- 2. Matador Resources Co0.61%$10.78M
- 3. DigitalOcean Holdings Inc1.97%$34.67M
- 4. Freshworks Inc1.34%$23.63M
- 5. Globus Medical Inc1.34%$23.57M
- 6. Qualys Inc0.81%$14.33M
- 7. Zeta Global Holdings Corp0.68%$12.01M
- 8. OSI Systems Inc1.47%$25.86M
- 9. Flowserve Corp1.46%$25.68M
- 10. iRhythm Technologies Inc1.2%$21.24M
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Oberweis Small-Cap Opportunities Fund - OBERWEIS FUNDS
Totals
Holdings
Assets
Weight
Prisons
0.0
$0
0%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
1.0
$25.86M
1.47%
Borders high risk
0.0
$0
0%
Total
1.0
$25.86M
1.47%
Holdings — 1 flagged holdings
1.
OSI Systems Inc
:$25.86M
1.47%
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 - OBERWEIS FUNDS OBSIX
Environment
Social
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