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Management of The Oberweis Funds
announce a change in the
Oberweis Mid-Cap Fund:
IMPORTANT NOTICE REGARDING CHANGE IN INVESTMENT POLICY
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On February 23, 2009, the Board of Trustees of The Oberweis Funds approved changes to the
Oberweis Mid-Cap Fund’s name and 80% investment policy, both to take effect on May 1, 2009.
The Fund’s name will be changed to the Oberweis Small-Cap Opportunities Fund, and the Fund will
invest, under normal circumstances, at least 80% of its net assets in the securities of
small-cap companies. The Fund’s investment adviser, Oberweis
Asset Management, Inc., defines small-cap
companies as those with a market
capitalization of less than $8 billion at
the time of investment. The Fund’s
investment policy currently states that the
Fund will invest, under normal
circumstances, at least 80% of its net
assets in the securities of companies with a
market capitalization between $500 million
and $8 billion at the time of investment.
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Click here for the WRAPPER AND PROSPECTUS.
Click here for an ACCOUNT APPLICATION. |
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The Oberweis Funds Net Asset Values as of 7/2/09 |
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Oberweis Asset Management seeks to invest in high growth companies. Candidates for
The Oberweis Funds are generally smaller companies in the early stages of explosive growth. We look for sustainable, internally-generated growth attributable to increasing customer demand. Our ideal company has high competitive barrier, such as a patent, a new technology, or a dynamic marketing concept.
Our team is focused. The Oberweis Asset Management, Inc. ("OAM") portfolio management team has significant experience in evaluating smaller high growth companies. Our framework for initial universe selection using a unique combination of quantitative and qualitative factors creates discipline in our process.
Because our team is exclusively focused on high-growth small-cap issues, we have acquired above-average understanding of the challenges encountered by such companies over time. We have also developed an extensive knowledge base of such companies and their respective product offerings. We apply expertise and network of industry contacts towards an effective qualitative evaluation of each company's business plan.
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| For more complete information on The Oberweis Funds, including all charges, expenses, and the risks associated with the funds, please view the prospectus or call (800) 323-6166 to request a copy. Please read it carefully before you invest or send money. The Oberweis Funds invest in rapidly growing smaller and medium sized companies which may offer greater return potential. However, these investments often involve greater risks and volatility. There is no guarantee that the funds can achieve their objectives. |
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