| 12.86 Net Asset Value | -1.30% 1 Day | +5.24% Year-to-Date | Overall Morningstar Rating |
| Small value Style or Category | No Load Sales Expenses | 0.16% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +4.21% | 3 years | -17.15% | |
| 3 months | +7.71% | 5 years | -14.71% | |
| 1 year | +15.88% | Since inception | +10.83% |
| BIRMX | Category | |
|---|---|---|
| Performance 5-yr return | -14.71% | +8.30% |
| Expense ratio | 0.16% | 1.44% |
| Risk 5 year sharpe ratio | -0.06 | 0.41 |
| Net assets | $9.7M | $721.1M |
| Average market cap | $1.1B | $1.8B |
| Average P/E | 6.3 | 15.0 |
| Portfolio turnover | 1,447% | 1,447% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Birmiwal |
| Fund manager & tenure | Kailash Birmiwal / 10 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Media | 40.18% |
| Industrial materials | 16.67% |
| Healthcare | 16.01% |
| Energy | 10.51% |
| Hardware | 7.20% |
| AERL Asia Entertainment & Resources Ltd. | 4.46% |
| OCZ OCZ Technology Group Inc. | 4.09% |
| SHY iShares Barclays 1-3 Year Treasury Bond | 3.62% |
| BIL SPDR Barclays 1-3 Month T-Bill | 3.44% |
| ACTS Actions Semiconductor Co., Ltd. ADR | 2.89% |
| COCO Corinthian Colleges, Inc. | 2.61% |
| AMRN Amarin Corporation PLC ADR | 2.60% |
| BTH Blyth, Inc. | 2.17% |
| ALXN Alexion Pharmaceuticals, Inc. | 2.01% |
| YOKU Youku Inc ADR | 1.96% |
.
