Oberweis China Opportunities Fund
Shareclass
Oberweis China Opportunities (OBCHX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Oberweis China Opportunities Fund
FUND COVERAGE
# of holdings8
% of assets13%
Score
54 / 100
Rank
UNRANKED
Fund is below coverage threshold
Grade
N/A
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 8 holdings by Gender Equality score
- 1. HSBC Holdings PLC2.12%$933,776
- 2. Hong Kong Exchanges and Clearing Ltd2.43%$1.07M
- 3. Hang Lung Properties Ltd0.87%$381,656
- 4. SITC International Holdings Co Ltd0.68%$297,955
- 5. BeOne Medicines Ltd Ordinary Shares1.37%$602,497
- 6. Chow Tai Fook Jewellery Group Ltd1.75%$769,299
- 7. WuXi XDC Cayman Inc1.87%$821,401
- 8. Futu Holdings Ltd ADR1.83%$803,335
Lowest scoring holdings
Bottom 8 holdings by Gender Equality score
- 1. Futu Holdings Ltd ADR1.83%$803,335
- 2. WuXi XDC Cayman Inc1.87%$821,401
- 3. Chow Tai Fook Jewellery Group Ltd1.75%$769,299
- 4. BeOne Medicines Ltd Ordinary Shares1.37%$602,497
- 5. SITC International Holdings Co Ltd0.68%$297,955
- 6. Hang Lung Properties Ltd0.87%$381,656
- 7. Hong Kong Exchanges and Clearing Ltd2.43%$1.07M
- 8. HSBC Holdings PLC2.12%$933,776
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Oberweis China Opportunities Fund
Totals
Holdings
Assets
Weight
Prisons
1
$933,776
2.12%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$933,776
2.12%
Borders high risk
0
$0
0%
Total
1
$933,776
2.12%
Holdings — 1 flagged holdings
1.
HSBC Holdings PLC
:$933,776
2.12%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Oberweis China Opportunities Fund OBCHX
Environment
Social
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