Oberweis China Opportunities Fund Quote
| OCHIX Fund | USD 8.18 0.16 1.92% |
PerformanceOK
| Odds Of DistressLow
|
Oberweis China is trading at 8.18 as of the 24th of March 2025; that is 1.92 percent down since the beginning of the trading day. The fund's open price was 8.34. Oberweis China has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat ok performance during the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The fund invests normally at least 80 percent of its net assets in China securities. It invests principally in the common stocks of companies that the funds investment adviser and sub-adviser believe have the potential for significant long-term growth in market value. More on Oberweis China Opportunities
Moving together with Oberweis Mutual Fund
| 1.0 | OBCHX | Oberweis China Oppor | PairCorr |
| 0.88 | OBIIX | Oberweis International | PairCorr |
| 0.88 | OBIOX | Oberweis International | PairCorr |
Moving against Oberweis Mutual Fund
Oberweis Mutual Fund Highlights
| Fund Concentration | Oberweis Funds, Large Growth Funds, China Region Funds, China Region, Oberweis (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Oberweis China Opportunities [OCHIX] is traded in USA and was established 24th of March 2025. Oberweis China is listed under Oberweis category by Fama And French industry classification. The fund is listed under China Region category and is part of Oberweis family. This fund now has accumulated 50.04 M in assets with minimum initial investment of 1000 K. Oberweis China Oppor is currently producing year-to-date (YTD) return of 16.69% with the current yeild of 0.02%, while the total return for the last 3 years was -0.97%.
Check Oberweis China Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Oberweis Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Oberweis Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Oberweis China Opportunities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Oberweis China Opportunities Mutual Fund Constituents
| CHJTF | CSPC Pharmaceutical Group | Pink Sheet | Drug Manufacturers—General | |
| BZUN | Baozun Inc | Stock | Consumer Discretionary | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| EDU | New Oriental Education | Stock | Consumer Discretionary | |
| GDS | GDS Holdings | Stock | Industrials | |
| GELYF | Geely Automobile Holdings | Pink Sheet | Auto Manufacturers | |
| JD | JD Inc Adr | Stock | Consumer Discretionary | |
| SNPTF | Sunny Optical Technology | Pink Sheet | Electronic Components |
Oberweis China Oppor Risk Profiles
| Mean Deviation | 1.5 | |||
| Semi Deviation | 1.5 | |||
| Standard Deviation | 1.96 | |||
| Variance | 3.86 |
Oberweis China Against Markets
Other Information on Investing in Oberweis Mutual Fund
Oberweis China financial ratios help investors to determine whether Oberweis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oberweis with respect to the benefits of owning Oberweis China security.
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |