Oberweis China Opportunities Fund (OBCHX) Research

The Oberweis China Opportunities Fund generally directs a minimum of 80% of its net assets into the Chinese securities market. Its core investment approach involves purchasing the common shares of companies that the fund's investment adviser and sub-adviser identify as having strong prospects for substantial long-term growth in market value. To gain exposure to Chinese assets, the fund has the option to invest through mechanisms such as the Shanghai-Hong Kong Stock Connect and the Shenzhen-Hong Kong Stock Connect. Furthermore, it may utilize equity-linked certificates, which are intended to provide access to specific categories of shares traded in foreign markets that would otherwise not be directly available to the fund.

Market snapshot

Symbol
OBCHX
Price
$13.08
Day change
+2.43%
Market cap
$65.5M
52-week range
7.94-13.08
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Appleseed Fund (APPLX)
  • Emerald Finance and Banking Innovation Fund (FFBFX)
  • Fidelity Managed Retirement 2025 Fund (FIXRX)
  • Fidelity Managed Retirement 2030 Fund (FMRAX)
  • AMF Large Cap Equity Fund (IICAX)
  • Matrix Advisors Dividend Fund (MADFX)
  • T. Rowe Price International Funds, Inc. - T. Rowe Price China Evolution Equity Fund (TCELX)
  • Firsthand Technology Opportunities Fund (TEFQX)

Open Oberweis China Opportunities Fund (OBCHX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.