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Oberweis China Opportunities (OBCHX)

10.40 -0.08 (-0.76%)
At close: 8:08:29 PM EDT
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  • Previous Close 10.48
  • YTD Return 21.85%
  • Expense Ratio 1.80%
  • Category China Region
  • Last Cap Gain -18.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 58.1M
  • Beta (5Y Monthly) 0.91
  • Yield 0.83%
  • 5y Average Return --
  • Holdings Turnover 127.00%
  • Last Dividend 0.10
  • Inception Date Oct 3, 2005

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 investment adviser and sub-adviser believe have the potential for significant long-term growth in market value. The fund may invest in Chinese securities acquired through the Shanghai-Hong Kong Stock Connect and the Shenzhen-Hong Kong Stock Connect, 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.

Oberweis

Fund Family

China Region

Fund Category

58.1M

Net Assets

2005-10-03

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026. Category is China Region.

YTD Return

OBCHX
21.85%
Category
6.62%

1-Year Return

OBCHX
16.64%
Category
37.26%

3-Year Return

OBCHX
22.33%
Category
13.53%

5-Year Return

OBCHX
1.03%
Category
15.37%

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