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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
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+9.88% 3 years+14.90%
3 months-17.23% 5 years+2.64%
1 year-12.68% Since inception+12.07%
Data through --

Peer Comparisonvs. China region

Performance 5-yr return+2.64%+8.27%
Expense ratio1.93%1.78%
Risk 5 year sharpe ratio0.300.22
Net assets$113.9M$163.0M
Average market cap$7.0B$28.9B
Average P/E16.710.1
Portfolio turnover127%127%

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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 stock97.61%
Fixed income2.65%
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
VIPS Vipshop Holdings Ltd4.94%
-- 4.72%
NTES NetEase Inc4.60%
-- 4.12%
-- 3.87%
-- 3.80%
-- 3.42%
CBPO China Biologic Products Inc3.29%
-- 2.91%
-- 2.81%

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