4 / 5 Stars
5 4 1 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#2 in China Region
U.S. News evaluated 28 China Region Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 58.24 percent over the past year, 5.74 percent over the past three years, and 28.53 percent over the past five years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||52.0%|
|3 Years (Annualized)||5.7%|
|5 Years (Annualized)||28.5%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize long-term capital appreciation. The fund invests normally at least 80% of its net assets in China securities. It invests principally in the common stocks of companies that the fund's sub-adviser believes have the potential for significant long-term growth in market value. The fund may invest in equity-linked certificates which are expected to provide the fund exposure to certain classes of shares traded in foreign markets which would otherwise not be available to the fund.
Fees are High compared to funds in the same category.
Oberweis China Opportunities Fund has an expense ratio of 2.15 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.