OCHIX Mutual Fund

OCHIX Mutual Fund (Oberweis China Opportunities Fund Institutional Class) is managed by The Oberweis Funds with $8.0M in net assets. OCHIX expense ratio is 1.55%, holding 55 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2017-05-01.

OCHIX performance shows a YTD return of 22.09%. The 1-year return is 16.98% and the 5-year return is -0.10%. OCHIX dividend yield stands at 0.99%.

OCHIX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (12.6%), Kingboard Laminates Holdings Ltd (5.6%), Taiwan Semiconductor Manufacturing Co Ltd (4.8%), Tencent Holdings Ltd Ordinary Shares (4.4%), Elite Material Co Ltd (4.4%). 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.