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Morningstar

Oberweis China Opportunities OBCHX

Morningstar Medalist Rating
Medalist Rating as of | See Oberweis Investment Hub
  • NAV / 1-Day Return 6.47  /  +0.94 %
  • Total Assets 37.7 Mil
  • Adj. Expense Ratio
    2.160%
  • Expense Ratio 2.160%
  • 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 0.43%
  • Turnover 189%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

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.

A strong management team and sound investment process underpin Oberweis China Opportunities's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings OBCHX

More OBCHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Technology

New Oriental Education & Technology Group Inc Ordinary Shares

5.11 2.2 Mil
Consumer Defensive

Tencent Holdings Ltd

4.91 2.1 Mil
Communication Services

Alibaba Group Holding Ltd Ordinary Shares

4.75 2.1 Mil
Consumer Cyclical

NetEase Inc Ordinary Shares

4.31 1.9 Mil
Communication Services

Trip.com Group Ltd

4.06 1.8 Mil
Consumer Cyclical

PDD Holdings Inc ADR

3.88 1.7 Mil
Consumer Cyclical

Asmedia Technology Inc

2.99 1.3 Mil
Technology

PetroChina Co Ltd Class H

2.95 1.3 Mil
Energy

Tong Yang Industry Co Ltd

2.69 1.2 Mil
Consumer Cyclical