Birmiwal Oasis

(BIRMX)
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10.25 Up +0.48 +4.91%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 9.77
Category Small Value
Net Assets 6.73 Mil
Yield 0.11%
Morningstar Risk High
Morningstar Return Low
  • Last NAV update 8/29/2014 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 $10,000
  2010 2011 2012 2013 2014
Return 25.74% -56.23% 7.23% -2.27% -14.08%
Value ($) 12,574.31 5,504.26 5,902.14 5,767.89 4,955.65
  • Year to date performance as of 8/29/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Birmiwal
Fund Manager Kailash Birmiwal
Tenure (Years) 11
Fund Status Closed
Minimum Initial Purchase 1,000.00
Minimum IRA Investment 500.00
Front Load 0.00
Expense Ratio 0.74%
PERFORMANCE
Symbol Value ($)
1 Month 1.38%
3 Months -2.57%
1 Year -10.86%
3 Years* -7.01%
5 Years* -9.35%
  • * Annualized returns
  • Performance as of 8/29/2014 12:00 AM ET
PEER COMPARISON
  BIRMX Small Value
5-Yr Return -9.35% 15.84%
Sharpe Ratio -0.42 0.83
Net Assets 6.73 Mil 289.16 Mil
Avg Market Cap 3.20 Bil 2.52 Bil
Avg P/E 15.58 16.15
Portfolio Turnover 2,078 80
HOLDINGS
Symbol Value ($)
Stocks 58.98%
Cash 31.93%
Fixed Income 4.50%
Other 5.45%
TOP 10 HOLDINGS
DATA PROVIDERS

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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 12:26 AM ET
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MARKET UPDATE
[BRIEFING.COM] Equity indices closed out the month of August on a modestly higher note. The Russell 2000 (+0.6%) and Nasdaq Composite (+0.5%) finished ahead of the S&P 500 (+0.3%), which extended its August gain to 3.8%. Blue chips lagged with the Do ... More
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