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Oberweis Asia Opportunities Fund (OBAOX)

Net Asset Value
1 Day
Overall Morningstar Rating
Pacific/asia ex-japan stk
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to maximize long-term capital appreciation. The fund invests normally at least 80% of its net assets in Asia securities. Asia securities include (1) equity securities of companies that are organized under the laws of a country located in Asia or that are primarily traded on an exchange or over-the-counter in Asia; or (2) equity securities of companies that have at least 50% of their assets in Asia or that derive at least 50% of their revenues from business activities in Asia but which are listed and traded elsewhere. It may also invest in securities of countries in developed and developing (or emerging) markets.


1 month-- 3 years--
3 months-- 5 years--
1 year-- Since inception-1.64%
Data through --

Peer Comparisonvs. Pacific/asia ex-japan stk

Performance 5-yr return--+0.63%
Expense ratio4.46%1.54%
Risk 5 year sharpe ratio0.070.13
Net assets$3.9M$487.9M
Average market cap$2.7B$17.6B
Average P/E22.014.5
Portfolio turnover188%188%

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Fund Management and Purchase Info

Fund familyOberweis
Fund manager & tenureJohn Wong / 8 Years
Minimal initial investment$1,000.00
Minimum IRA investment$500.00


International stock89.95%
Fixed income10.05%
U.S. stock0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 36.76%
Consumer service 12.11%
Healthcare 10.47%
Consumer goods 10.40%
Telecommunication 9.95%
Top 10 Holdings
Portfolio weighting
-- 5.06%
-- 2.69%
-- 2.65%
WUMSF Wumart Stores Inc2.64%
SFUN SouFun Holdings Ltd2.60%
-- 2.45%
-- 2.26%
-- 2.23%
-- 2.22%
-- 2.21%

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