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Oberweis China Opportunities OBCHX

Medalist Rating as of | See Oberweis Investment Hub
  • NAV / 1-Day Return 6.69  /  0.15 %
  • Total Assets 44.3 Mil
  • Adj. Expense Ratio
    2.050%
  • Expense Ratio 2.050%
  • 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 0.48%
  • Turnover 254%

Morningstar’s Analysis OBCHX

Will OBCHX outperform in future?

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

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 highest quintile among peers.

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Portfolio Holdings OBCHX

  • Current Portfolio Date
  • Equity Holdings 57
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 37.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.23
2,514,111
Consumer Cyclical
5.10
2,451,750
Consumer Cyclical
4.47
2,150,555
Communication Services
3.96
1,902,439
Consumer Cyclical
3.81
1,833,099
Communication Services
3.19
1,533,138
Communication Services
3.14
1,508,777
Technology
2.82
1,354,700
Consumer Cyclical
2.69
1,295,000
Consumer Cyclical