The Oberweis funds now being offered through GoldK include: Oberweis Micro-Cap Portfolio, Oberweis Mid-Cap Portfolio and Oberweis Emerging Growth Portfolio. Oberweis Asset Management, the funds investment manager, specializes in small-cap investing.
Currently GoldK has 250 mutual funds from 20 fund families available to retirement investors. Additional funds and securities are available through a self-directed brokerage option, if elected by the plan sponsor, a company representative said.
GoldK has approximated $900 million in assets under management and services 32,000 401(k) participants. Oberweis Asset Management has approximately $250 million in assets under management.