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OBCHX Oberweis China Opportunities

3 lower fee alternatives found

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Fund OBCHX Oberweis China Opportunities CXSE WisdomTree China ex-State-Owd Entpr ETF CQQQ Guggenheim China Technology ETF  
100% 89% 87%
Annual Fees
(1.95% Exp. Ratio)
(0.53% Exp. Ratio)
(0.70% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.79% annual return
$29,944.91 $46,095.52 $43,789.76
Est. savings over 30 yrs +$16,150.60 +$13,844.85
As of 9/30/16
1 YR RETURN 13.21%
3 YR 1.83%
5 YR 14.62%
10 YR 8.43%
1 YR RETURN 24.93%
3 YR 3.19%
5 YR --
10 YR --
1 YR RETURN 40.65%
3 YR 9.06%
5 YR 16.82%
10 YR --
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 Chinese securities acquired, as well as 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.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree China ex-State-Owned Enterprises Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a float-adjusted market cap weighted index that consists of common stocks in China, excluding common stocks of "state-owned enterprises." The fund is non-diversified.
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the AlphaShares China Technology Index. The fund will invest at least 80% of its total assets in common stock, ADRs, ADSs, GDRs and IDRs that comprise the index and depositary receipts or shares representing common stocks included in the index. The index is designed to measure and monitor the performance of the universe of publicly-traded companies which are based in mainland China, Hong Kong or Macau, are in the Information Technology Sector. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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