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Morningstar

Oberweis China Opportunities OBCHX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 7.81  /  4.76 %
  • Total Assets 61.9 Mil
  • Adj. Expense Ratio
    1.870%
  • Expense Ratio 1.870%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category China Region
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 241%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis OBCHX

Will OBCHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OBCHX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the OBCHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of OBCHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A sound investment process and strong management team underpin Oberweis China Opportunities's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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