OCHIX Mutual Fund

OCHIX Mutual Fund (Oberweis China Opportunities Fund Institutional Class) is managed by The Oberweis Funds with $8.5M in net assets. OCHIX expense ratio is 1.55%, holding 51 positions across sectors including Financials, Communication Services, Real Estate. Inception date: 2017-05-01.

OCHIX performance shows a YTD return of 22.39%. The 1-year return is 37.35% and the 5-year return is 0.06%. OCHIX dividend yield stands at 0.99%, paid annually.

OCHIX top holdings include Alibaba Group Holding Limited Ordinary Shares (8.2%), Allscripts Healthcare Solutions, Inc. (8.2%), Zijin Mining Group Co. Ltd. Class A (3.4%), Taiwan Semiconductor Manufacturing Co. Ltd. (3.1%), China Construction Bank Corp. Class A (3.1%). 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.