Morningstar

Oberweis China Opportunities Fund Institutional Class OCHIX

Morningstar Medalist Rating
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Medalist Rating as of See Oberweis Investment Hub
  • NAV / 1-Day Return $10.74  /  0.00
  • Fund Size $51.9M
  • Adjusted Expense Ratio 1.550%
  • Net Expense Ratio 1.580%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Greater China Region
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.99%
  • Turnover Ratio 127%
NAV and 1-Day Return as of

Morningstar’s Analysis OCHIX

Will OCHIX outperform in the 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 OCHIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OCHIX 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 OCHIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Oberweis China Opportunities Instl holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings OCHIX

More OCHIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Inst Govt Portfolio - I

12.61 9M
Cash and Equivalents

Kingboard Laminates Holdings Ltd

5.59 4M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

4.79 3M
Technology

Tencent Holdings Ltd

4.44 3M
Communication Services

Elite Material Co Ltd

4.36 3M
Technology

Alibaba Group Holding Ltd Ordinary Shares

4.01 3M
Consumer Cyclical

MediaTek Inc

2.95 2M
Technology

Montage Technology Co Ltd Class A

2.73 2M
Technology

HSBC Holdings PLC

2.70 2M
Financial Services

ASE Technology Holding Co Ltd

2.58 2M
Technology

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