Birmiwal Oasis

(BIRMX)
  • Trade now
  • Add to Watchlist
  • Get Chart
  • Print report
10.74 Up unch unch
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 10.74
Category Small Value
Net Assets 7.59 Mil
Yield 0.10%
Morningstar Risk High
Morningstar Return Low
  • Last NAV update 4/16/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks capital appreciation. The fund invests primarily in common stocks of domestic and foreign companies, exchange traded funds, and options. It invests in companies without regard to market capitalization. The fund's investment strategy includes both growth and value style investing. It is non-diversified.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 25.74% -56.23% 7.23% -2.27% -9.97%
Value ($) 12,574.31 5,504.26 5,902.14 5,767.89 5,192.55
  • Year to date performance as of 4/16/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Birmiwal
Fund Manager Kailash Birmiwal
Tenure (Years) 11
Fund Status Closed
Minimum Initial Purchase 1,000.00
Minimum IRA Investment 500.00
Front Load 0.00
Expense Ratio 0.57%
PERFORMANCE
Symbol Value ($)
1 Month -9.90%
3 Months -16.29%
1 Year -12.81%
3 Years* -21.38%
5 Years* -0.26%
  • * Annualized returns
  • Performance as of 4/16/2014 12:00 AM ET
PEER COMPARISON
  BIRMX Small Value
5-Yr Return -0.26% 21.08%
Sharpe Ratio -0.70 1.81
Net Assets 7.59 Mil 289.16 Mil
Avg Market Cap 1.52 Bil 2.32 Bil
Avg P/E 17.25 16.79
Portfolio Turnover 1,286 83
HOLDINGS
Symbol Value ($)
Stocks 61.20%
Cash 27.35%
Fixed Income 3.70%
Other 7.75%
TOP 10 HOLDINGS
NAME % NET ASSETS
Ariad Pharmaceuticals 7.93%
SPDR Barclays 1-3 Month T-Bill 7.51%
YRC Worldwide, Inc. 6.10%
iShares 1-3 Year Treasury Bond 3.95%
DryShips, Inc. 2.75%
Kandi Technologies Group, Inc. January 2014 Calls 10.00 2.52%
Alpha Natural Resources Inc 2.51%
ANI Pharmaceuticals Inc 2.35%
Echo Therapeutics, Inc. 2.35%
Allied Nevada Gold Corp 2.17%
DATA PROVIDERS

Copyright © 2014 Microsoft. All rights reserved.

Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

Financial data in US dollars | Page generated 12:05 AM ET
1-YEAR CHART Full-page chart
RECENT QUOTES
WATCHLIST
You're not signed in
You’re not signed in to MSN Money, so you’re seeing the Watchlist that is tied to your computer. For a more consistent Watchlist experience, sign in to MSN Money. Learn more
SYMBOL
LAST
CHANGE
SHARES
Quotes delayed at least 15 min
Sponsored by:
MARKET UPDATE
[BRIEFING.COM] The stock market finished the Wednesday session on an upbeat note with the Nasdaq (+1.3%) ending in the lead. The S&P 500 settled higher by 1.1% with all ten sectors posting gains. The benchmark index spent the entire trading day in th ... More
Sponsored by: