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Mutual Funds: Winners and Losers for Q3

Small-caps, Chinese stocks among the best-performing flavors

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Winner: Oberweis Micro-Cap

oberweissecutiries185Q3 Performance: +19.7%

In Oberweis Micro-Cap (OBMCX), we have another fund that has done well by occupying the small- and microcap space.

OBMCX is a fine option for aggressive investors that seek out exposure to the smallest of the small. It is composed of about 73% in microcap names, with the balance in small-caps.

Current top holdings include: Medidata Solutions (MDSO), BofI Holdings (BOFI), On Assignment (ASGN), (STMP) and Group (WWWW).

But be alert — despite the diversification qualities of mutual funds in general, there still is risk to be had here. This mutual fund lost almost 53% in 2008, and is ranked by Morningstar in the bottom 2% of its category in the past 10-year period. 

OBCMX charges 2% in expenses.

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