Nasdaq - Delayed Quote USD

Oberweis China Opportunities Instl (OCHIX)

8.02
-0.03
(-0.37%)
As of 8:08:54 AM EDT. Market Open.
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  • Previous Close 8.05
  • YTD Return 12.98%
  • Expense Ratio 1.65%
  • Category China Region
  • Last Cap Gain -64.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 41.1M
  • Beta (5Y Monthly) 0.80
  • Yield 2.12%
  • 5y Average Return --
  • Holdings Turnover 155.00%
  • Last Dividend 0.17
  • Inception Date Oct 3, 2005

The fund invests normally at least 80% of its net assets in China securities. It invests principally in the common stocks of companies that the fund's investment adviser and sub-adviser believe have the potential for significant long-term growth in market value. The fund may invest in Chinese securities acquired through the Shanghai-Hong Kong Stock Connect and the Shenzhen-Hong Kong Stock Connect, as well as equity-linked certificates which are expected to provide the fund exposure to certain classes of shares traded in foreign markets which would otherwise not be available to the fund.

Oberweis

Fund Family

China Region

Fund Category

41.1M

Net Assets

2005-10-03

Inception Date

More about Oberweis China Opportunities Instl

Performance Overview: OCHIX

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Trailing returns as of 4/1/2025. Category is China Region.

YTD Return

OCHIX
12.98%
Category
6.62%
 

1-Year Return

OCHIX
15.19%
Category
37.26%
 

3-Year Return

OCHIX
6.19%
Category
13.53%
 

5-Year Return

OCHIX
0.72%
Category
15.37%
 

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Holdings: OCHIX

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Sector Weightings

SectorOCHIX
Consumer Cyclical   33.83%
Technology   22.93%
Financial Services   13.50%
Communication Services   11.06%
Healthcare   5.30%
Industrials   4.28%
Consumer Defensive   3.87%
Real Estate   2.32%
Basic Materials   2.11%
Energy   0.47%
Utilities   0.33%
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Recent News: OCHIX

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Research Reports: OCHIX

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CSGYX Columbia Small Cap Growth Inst3
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CGOCX Columbia Small Cap Growth C
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FTXCX FullerThaler Behavioral Sm-Cp Gr C
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FTXFX FullerThaler Behavioral Sm-Cp Gr R6
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DVSMX Driehaus Small Cap Growth Investor
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KINCX Kinetics Internet Adv C
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