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Oberweis China Opportunities Fund (OBCHX)

Net Asset Value
1 Day
Overall Morningstar Rating
China region
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 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 Chinese securities acquired, as well as 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+4.76% 3 years-0.89%
3 months+16.33% 5 years+10.04%
1 year+16.96% Since inception+11.42%
Data through --

Peer Comparisonvs. China region

Performance 5-yr return+10.04%+5.34%
Expense ratio1.95%1.77%
Risk 5 year sharpe ratio0.560.30
Net assets$95.5M$141.7M
Average market cap$5.2B$36.4B
Average P/E21.913.5
Portfolio turnover125%125%

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Fund Management and Purchase Info

Fund familyOberweis
Fund manager & tenureJames Oberweis / 11 Years
Minimal initial investment$1,000.00
Minimum IRA investment$500.00


International stock96.71%
Fixed income3.29%
U.S. stock0.00%
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
KANG iKang Healthcare Group Inc5.50%
-- 5.21%
TAL TAL Education Group3.61%
CBPO China Biologic Products Inc3.29%
BABA Alibaba Group Holding Ltd3.27%
-- 3.10%
CTRP Ctrip.Com International Ltd3.06%
EDU New Oriental Education & Technology Group Inc2.86%
-- 2.56%
-- 2.09%