OCHIX Mutual Fund

OCHIX Mutual Fund (Oberweis China Opportunities Fund Institutional Class) is managed by The Oberweis Funds with $8.1M in net assets. OCHIX expense ratio is 1.55%, holding 55 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2017-05-01.

OCHIX performance shows a YTD return of 23.93%. The 1-year return is 27.78% and the 5-year return is -0.10%. OCHIX dividend yield stands at 0.98%, paid annually.

OCHIX top holdings include Alibaba Group Holding, Ltd. (6.7%), Tencent Holdings Ltd Ordinary Shares (6.5%), Taiwan Semiconductor - Adr (4.6%), China Construction Bank Corporation (class H) (3.2%), Elite Material Co Ltd (3.2%). Go to all OCHIX holdings, OCHIX sectors, or OCHIX dividends.

OCHIX can be compared against other funds. Use OCHIX overlap to find shared positions, or OCHIX vs another fund for a side-by-side view. OCHIX alternatives are available via the screener, along with tax-loss harvesting opportunities.