Oberweis China Opportunities holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Oberweis China Opportunities Fund OBCHX
- NAV / 1-Day Return 12.77 / +0.87 %
- Total Assets 65.7M
-
Adj. Expense Ratio
1.800%
- Expense Ratio 1.830%
- Distribution Fee Level High
- Share Class Type No Load
- Category Greater China Region
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.77%
- Turnover 127%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:14 AM GMT+0
Morningstar’s Analysis OBCHX
Will OBCHX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alibaba Group Holding Ltd Ordinary Shares | 6.72 | 4M | Consumer Cyclical |
Tencent Holdings Ltd | 6.47 | 3M | Communication Services |
Taiwan Semiconductor Manufacturing Co Ltd | 4.64 | 2M | Technology |
China Construction Bank Corp Class H | 3.22 | 2M | Financial Services |
Elite Material Co Ltd | 3.18 | 2M | Technology |
Yangtze Optical Fibre and Cable Joint Stock Ltd Co Shs -H- Unitary 144A/Reg | 3.15 | 2M | Technology |
WinWay Technology Co Ltd Ordinary Shares | 3.09 | 2M | Technology |
HSBC Holdings PLC | 2.96 | 2M | Financial Services |
Harbin Electric Co Ltd Class H | 2.77 | 1M | Industrials |
Delta Electronics Inc | 2.52 | 1M | Technology |
United States