James Oberweis - Oberweis China Fund Manager
| OBCHX Fund | USD 6.55 0.12 1.80% |
James W. Oberweis joined The Oberweis Funds in 1996 and was managing investments since that time. James W. Oberweis, a holder of the Chartered Financial Analyst designation, is the President of The Oberweis Funds, the President Chairman and a controlling shareholder of OAM and Presidentident and a director and controlling shareholder of Oberweis Securities, Inc., the Funds principal distributor and shareholder service agent, and Chairman of OAM Limited. James W. Oberweis has an MBA from the University of Chicago and a BS from the University of Illinois.
| Phone | 800-323-6166 |
Oberweis China Management Performance (%)
Similar Money Managers
| Showing other executives | One Year Return | ||
| Louis Bottari | Fidelity 500 Index | N/A | |
| Richard Walz | Gabelli Equity Trust | 60 | |
| Lisa Phelan | Cohen And Steers | 51 | |
| Thomas Ewald | Invesco Floating Rate | N/A | |
| Michelle Louie | Vanguard 500 Index | N/A | |
| W Reckmeyer | Vanguard Equity Income | N/A | |
| Heather Kaden | Cohen And Steers | 40 | |
| Albert Laskaj | Cohen And Steers | 43 | |
| Patrick Waddell | Fidelity 500 Index | N/A | |
| Neil Bloom | Cohen And Steers | 44 | |
| Andrew Dierdorf | Fidelity Freedom Index | N/A | |
| Francis Poli | Cohen And Steers | 56 | |
| John Ball | Gabelli Equity Trust | 44 | |
| Finola Foley | Fidelity Freedom Index | N/A | |
| Tina Payne | Cohen And Steers | 44 | |
| Kenneth Farsalas | Oberweis Small Cap Opportunitie | N/A | |
Oberweis Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Oberweis China a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Price To Earning | 16.19 X | ||||
| Price To Book | 2.49 X | ||||
| Price To Sales | 1.66 X | ||||
| Total Asset | 40.16 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 1.98 % | ||||
| One Year Return | (2.88) % | ||||
| Three Year Return | (16.55) % | ||||
| Five Year Return | (1.11) % | ||||
| Ten Year Return | 7.91 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Oberweis China in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Oberweis China's short interest history, or implied volatility extrapolated from Oberweis China options trading.
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oberweis China Opportunities. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in rate. Note that the Oberweis China Oppor information on this page should be used as a complementary analysis to other Oberweis China's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.