Oberweis Mutual Fund Quote

OCHIX
 Fund
  

USD 9.15  0.09  0.99%   

Market Performance
1 of 100
Odds Of Distress
Less than 1
Oberweis China is trading at 9.15 as of the 1st of July 2022; that is 0.99 percent up since the beginning of the trading day. The fund's open price was 9.06. Oberweis China has a very small chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 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 2nd of May 2022 and ending today, the 1st of July 2022. Click here to learn more.
The fund invests normally at least 80 percent of its net assets in China securities. Oberweis China is traded on NASDAQ Exchange in the United States. More on Oberweis China Opportunities

Oberweis China Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Oberweis China's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Oberweis China or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Oberweis China Oppor is unlikely to experience financial distress in the next 2 years
The fund maintains all of its assets in stocks
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Oberweis China's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyUndervalued
Beta In Three Year0.88
Startdate3rd of October 2005
Oberweis China Opportunities [OCHIX] is traded in USA and was established 1st of July 2022. The fund is listed under China Region category and is part of Oberweis family. Oberweis China Oppor now has accumulated 95.69 M in assets with minimum initial investment of 1000 K. , while the total return for the last 3 years was 10.5%.
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 Constituents

Oberweis China Target Price Odds Analysis

What are Oberweis China's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Oberweis China jumping above the current price in 90 days from now is nearly 4.09%. The Oberweis China Opportunities probability density function shows the probability of Oberweis China mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Oberweis China has a beta of 0.7435. This indicates as returns on the market go up, Oberweis China average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Oberweis China Opportunities will be expected to be much smaller as well. Additionally, the company has an alpha of 0.2299, implying that it can generate a 0.23 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 9.15HorizonTargetOdds Above 9.15
95.87%90 days
 9.15 
4.09%
Based on a normal probability distribution, the odds of Oberweis China to move above the current price in 90 days from now is nearly 4.09 (This Oberweis China Opportunities probability density function shows the probability of Oberweis Mutual Fund to fall within a particular range of prices over 90 days) .

Oberweis China Oppor Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Oberweis China market risk premium is the additional return an investor will receive from holding Oberweis China long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Oberweis China. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Oberweis China's alpha and beta are two of the key measurements used to evaluate Oberweis China's performance over the market, the standard measures of volatility play an important role as well.

Oberweis China Against Markets

Picking the right benchmark for Oberweis China mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Oberweis China mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Oberweis China is critical whether you are bullish or bearish towards Oberweis China Opportunities at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Oberweis China without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Investing Oberweis China Opportunities

You need to understand the risk of investing before taking a position in Oberweis China. The danger of trading Oberweis China Opportunities is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Oberweis China is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Oberweis China. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Oberweis China Oppor is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please check Your Equity Center. Note that the Oberweis China Oppor information on this page should be used as a complementary analysis to other Oberweis China's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.

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When running Oberweis China Oppor price analysis, check to measure Oberweis China's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oberweis China is operating at the current time. Most of Oberweis China's value examination focuses on studying past and present price action to predict the probability of Oberweis China's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Oberweis China's price. Additionally, you may evaluate how the addition of Oberweis China to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Oberweis China's value and its price as these two are different measures arrived at by different means. Investors typically determine Oberweis China value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oberweis China's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.