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-9.04% 3 years+24.57%
3 months-10.03% 5 years+7.21%
1 year-2.35% Since inception+15.92%
Data through --

Peer Comparisonvs. China region

Performance 5-yr return+7.21%+5.12%
Expense ratio2.07%1.78%
Risk 5 year sharpe ratio0.500.33
Net assets$199.3M$221.6M
Average market cap$3.0B$29.8B
Average P/E18.611.3
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 stock92.19%
Fixed income1.40%
U.S. stock0.85%
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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