Birmiwal Oasis Fund (BIRMX)

10.74
Net Asset Value
+0.28%
1 Day
-9.97%
Year-to-Date
Overall Morningstar Rating
Small value
Style or Category
No Load
Sales Expenses
0.66%
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-9.90% 3 years-21.38%
3 months-16.29% 5 years-0.26%
1 year-12.81% Since inception+8.53%
Data through --

Peer Comparisonvs. Small value

 BIRMXCategory
Performance 5-yr return-0.26%+24.75%
Expense ratio0.66%1.40%
Risk 5 year sharpe ratio0.321.25
Net assets$7.8M$866.7M
Average market cap$1.5B$2.3B
Average P/E--16.8
Portfolio turnover1,286%1,286%

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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. stock52.71%
Cash27.35%
Fixed income11.45%
International stock8.49%
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
ARIA Ariad Pharmaceuticals7.93%
BIL SPDR Barclays 1-3 Month T-Bill7.51%
YRCW YRC Worldwide, Inc.6.10%
SHY iShares 1-3 Year Treasury Bond3.95%
DRYS DryShips, Inc.2.75%
-- Kandi Technologies Group, Inc. January 2014 Calls 10.002.52%
ANR Alpha Natural Resources Inc2.51%
ANIP ANI Pharmaceuticals Inc2.35%
ECTE Echo Therapeutics, Inc.2.35%
ANV Allied Nevada Gold Corp2.17%

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