Chou Opportunity Fund

Class Other (CHOEX)
1 / 5 Stars
5 3 1 2 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
D- (Sell)

U.S. News evaluated 122 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Chou America funds

See full Small Value rankings

See more fund rankings


The fund has returned 14.60 percent over the past year, and 12.76 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 2.4%
1 Year 14.6%
3 Years (Annualized) 12.8%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more CHOEX performance


The investment seeks long-term growth of capital. The fund invests primarily in the equity securities of companies located in developed and emerging markets throughout the world that the adviser believes are available at market prices less than their value. Portfolio holdings are typically concentrated in 10 to 35 securities without limits as to the size of an issuer, the issuer's or the industry in which it operates. It may invest in debt securities, including government and corporate bonds, high yield bonds, commercial paper, mortgage or asset-backed securities and repurchase agreements. The fund is non-diversified.


Fees are Low compared to funds in the same category.
Chou Opportunity Fund has an expense ratio of 1.48 percent.

See more CHOEX fees


Risk is High compared to funds in the same category according to Morningstar.

See more CHOEX risk

See Also:

Top Chou America Funds