OBCHX Rating, Research - Oberweis China Opportunities

Oberweis China Opportunities (obchx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 20

Threats + Weaknesses = 12

When strengths & opportunities substantially exceed threats & weaknesses an investment in the obchx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Oberweis China Opportunities (OBCHX) Description: OBCHX is a mutual fund, which is an investment that owns a basket of assets. The OBCHX mutual fund was provided by Oberweis and this investment vehicle derives the majority of its value from equity holdings (stocks). Oberweiss mutual fund has a medium management tenure and is in the average fund size classification. OBCHXs minimum initial investment amount is $1000 while the IRA minimum is $500. OBCHXs expense ratio is roughly 2%. The latest OBCHXs front end load was 0% and the back end load was 0%. The Oberweis China Opportunities (OBCHX) mutual fund falls under the china region category. OBCHX focuses its investments in China and OBCHX is not affiliated with a particular industry or fund sector. The Oberweis China Opportunities (OBCHX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OBCHXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OBCHXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to maximize long-term capital appreciation. The fund invests at least 80% of assets iChinasecuritiesChinasecurities include 1) equity securities (see equity research) of companies that are organized under the laws of The PRC, Hong Kong or Taiwan or that are primarily traded on an exchange or over-the-counter in The PRC, Hong Kong or Taiwan; or 2) equity securities (see equity research) of companies that have at least 50% of their assets in The Peoples Republic oChina Hong Kong or Taiwan or that derive at least 50% of their revenues from business activities in The PRC, Hong Kong or Taiwan (collectively, referred to as China) but which are listed and traded elsewhere.


Management Analysis Update


Performance Analysis Update