Oberweis China Opportunities 3333 Warrenville Road Suite 500 Lisle IL 60532 Map
Phone: 800-245-7311
| Category: | Pacific/Asia ex-Japan Stk | | Fund Family: | Oberweis | | Net Assets: | 354.26M | | Year-to-Date Return: | 122.90% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Oct-05 |
|
James W. Oberweis
Lead Manager since
03-Oct-05 | | | Oberweis, president and portfolio manager of OAM, has been a member of the portfolio management team at OAM since 1996. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks to maximize long-term capital appreciation. The fund invests at least 80% of assets in China securities. China securities include 1) equity securities 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 of companies that have at least 50% of their assets in The People?s Republic of China, 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. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(29-Dec-08):
| 2.77 | | Annual Holdings Turnover
| 70.00% | | Average for Category:
| 82.23% |
|
| Expense | OBCHX | Category Avg | | Total Expense Ratio: | %
| 1.97% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.48% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $940 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,088 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,807 |
|
|