Oberweis China Opportunities Fund (OBCHX)

Net Asset Value
1 Day
Overall Morningstar Rating
China region
Style or Category
No Load
Sales Expenses
Expense Ratio
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 China securities. It invests principally in the common stocks of companies that the fund's sub-adviser believes have the potential for significant long-term growth in market value. The fund may invest in equity-linked certificates which are expected to provide the fund exposure to certain classes of shares traded in foreign markets which would otherwise not be available to the fund.


1 month+3.07% 3 years+22.16%
3 months-5.05% 5 years+8.68%
1 year-3.34% Since inception+14.63%
Data through --

Peer Comparisonvs. China region

Performance 5-yr return+8.68%+3.65%
Expense ratio2.07%1.80%
Risk 5 year sharpe ratio0.390.29
Net assets$168.1M$208.8M
Average market cap$3.0B$28.8B
Average P/E18.611.5
Portfolio turnover140%140%

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Fund Management and Purchase Info

Fund familyOberweis
Fund manager & tenureJames Oberweis / 9 Years
Minimal initial investment$1,000.00
Minimum IRA investment$500.00


International stock92.13%
Fixed income1.40%
U.S. stock0.91%
Top 5 Sectors
Portfolio weighting
Industrial materials 30.03%
Consumer goods 12.24%
Telecommunication 10.79%
Healthcare 9.48%
Consumer service 9.07%
Top 10 Holdings
Portfolio weighting
-- China Everbright International Ltd4.88%
VIPS Vipshop Holdings Ltd ADR4.84%
-- Huadian Power International Corp Ltd Class -H-4.51%
-- Tencent Holdings Ltd.4.19%
-- China Gas Holdings Ltd3.74%
BITA Bitauto Holdings Ltd ADR3.59%
QIHU Qihoo 360 Technology Co Ltd ADR3.38%
CMGE China Mobile Games and Entertainment Group Ltd ADR3.23%
YY YY Inc ADR3.07%
KANG iKang Healthcare Group Inc ADR2.99%

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