| 12.18 Net Asset Value | -0.73% 1 Day | -0.33% 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 | -3.00% | 3 years | -18.17% | |
| 3 months | +0.90% | 5 years | -14.13% | |
| 1 year | +12.07% | Since inception | +10.56% |
| BIRMX | Category | |
|---|---|---|
| Performance 5-yr return | -14.13% | +8.30% |
| Expense ratio | 0.16% | 1.43% |
| Risk 5 year sharpe ratio | -0.15 | 0.41 |
| Net assets | $9.4M | $751.9M |
| Average market cap | $2.1B | $1.8B |
| Average P/E | 7.5 | 15.1 |
| Portfolio turnover | 1,286% | 1,286% |
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. | 5.96% |
| ACTS Actions Semiconductor Co., Ltd. ADR | 4.72% |
| SHY iShares Barclays 1-3 Year Treasury Bond | 3.72% |
| BIL SPDR Barclays Capital 1-3 Month T-Bill | 3.53% |
| BTH Blyth, Inc. | 2.48% |
| AOL AOL, Inc. | 2.12% |
| ALXN Alexion Pharmaceuticals, Inc. | 2.03% |
| YOKU Youku Tudou Inc ADR | 1.85% |
| ICE IntercontinentalExchange, Inc. | 1.79% |
| CALX Calix, Inc. | 1.79% |
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