Oberweis China Opportunities Fund Quote
| OBCHX Fund | USD 6.83 0.12 1.73% |
Performance2 of 100
| Odds Of DistressLess than 23
|
Oberweis China is trading at 6.83 as of the 24th of November 2024; that is 1.73 percent decrease since the beginning of the trading day. The fund's open price was 6.95. Oberweis China has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Oberweis China Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2022 and ending today, the 24th of November 2024. 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
Oberweis Mutual Fund Highlights
| Fund Concentration | Oberweis Funds, Large Blend Funds, China Region Funds, China Region, Oberweis (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Oberweis China Opportunities [OBCHX] is traded in USA and was established 24th of November 2024. 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 no minimum investment requirementsOberweis China Oppor is currently producing year-to-date (YTD) return of 5.95% with the current yeild of 0.0%, while the total return for the last 3 years was -16.24%.
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 | |
| VNET | VNET Group DRC | Stock | Information Technology | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| TAL | TAL Education Group | Stock | Consumer Discretionary | |
| SZHIF | Shenzhou International Group | Pink Sheet | Textile Manufacturing | |
| JD | JD Inc Adr | Stock | Consumer Discretionary |
Oberweis China Oppor Risk Profiles
| Mean Deviation | 1.46 | |||
| Semi Deviation | 2.15 | |||
| Standard Deviation | 2.04 | |||
| Variance | 4.17 |
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.
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