Birmiwal Oasis Fund (BIRMX)

9.31
Net Asset Value
0.00%
1 Day
-21.96%
Year-to-Date
Overall Morningstar Rating
Small value
Style or Category
No Load
Sales Expenses
0.79%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective 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.

Performance

1 month-4.02% 3 years-6.43%
3 months-5.39% 5 years-14.61%
1 year-19.67% Since inception+6.73%
Data through --

Peer Comparisonvs. Small value

 BIRMXCategory
Performance 5-yr return-14.61%+13.57%
Expense ratio0.79%1.38%
Risk 5 year sharpe ratio-0.360.90
Net assets$6.3M$855.4M
Average market cap$3.3B$2.5B
Average P/E19.818.2
Portfolio turnover2,078%2,078%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyBirmiwal
Fund manager & tenureKailash Birmiwal / 11 Years
Minimal initial investment$1,000.00
Minimum IRA investment$500.00

Holdings

U.S. stock40.93%
Cash32.49%
Fixed income18.29%
International stock8.29%
Other0.00%
Top 5 Sectors
Portfolio weighting
Media 40.18%
Industrial materials 16.67%
Healthcare 16.01%
Energy 10.51%
Hardware 7.20%
Top 10 Holdings
Portfolio weighting
BIL SPDR® Barclays 1-3 Month T-Bill ETF9.71%
SHY iShares 1-3 Year Treasury Bond5.12%
ANV Allied Nevada Gold Corp3.37%
KNDI Kandi Technologies Group Inc2.95%
WTW Weight Watchers International Inc2.91%
SCOK Sinocoking Coal and Coke Chemicals, Inc.2.30%
-- Chipotle Mexican Grill Inc2.02%
C Citigroup Inc1.96%
SNX Synnex Corporation1.96%
JCP JC Penney Co Inc1.83%

To view my watchlist

Not a member yet?

Sign up now for a free account

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer.

Morningstar: © 2014 Morningstar, Inc. All Rights Reserved.

Factset: FactSet Research Systems Inc. 2014. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2014 and/or its affiliates.