For the Quarter Ended
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Downloadable .xls Composite Returns on the Micro-Cap Growth Strategy
Downloadable .pdf GIPS® Compliant Annual Disclosure Presentation for the Micro-Cap Growth Strategy
The Russell 2000 Index measures the performance of approximately 2,000 companies with small-market capitalizations. The Russell 2000 Growth Index measures the performance of those Russell 2000 companies with higher price-to-book ratios and higher forecasted earnings growth rates.
*OAM Micro-Cap Composite inception date: 1/1/96
The Russell Microcap Growth Index measures the performance of those Russell Microcap companies with higher price-to-book ratios and higher forecasted growth values. The Russell Microcap Growth Index is represented by the smallest 1,000 securities in the small-cap Russell 2000 Index plus the next 1,000 securities. Each index is an unmanaged group of stocks, the performance of which does not reflect the deduction of fees, expenses, or taxes. You cannot invest directly in these indexes.
Advisory fees are disclosed in Part II of Form ADV. Performance is historical and includes the reinvestment of dividends and other income. Performance is calculated and presented in U.S. dollars. Past performance is not necessarily indicative of future results.
Oberweis Asset Management, Inc. (OAM) claims compliance with the Global Investment Performance Standards (GIPS® standards). To receive a complete list and description of OAM’s composites and/or a presentation that adheres to the GIPS standards, contact Laura Dombro at 800-323-6166; write Oberweis Asset Management, Inc., 3333 Warrenville Road, Suite 500, Lisle, IL 60532; or e-mail firstname.lastname@example.org.