Birmiwal Oasis Fund (BIRMX)

9.77
Net Asset Value
-5.33%
1 Day
-18.11%
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+1.78% 3 years-6.01%
3 months-2.55% 5 years-9.02%
1 year-10.33% Since inception+7.22%
Data through --

Peer Comparisonvs. Small value

 BIRMXCategory
Performance 5-yr return-9.02%+20.13%
Expense ratio0.79%1.38%
Risk 5 year sharpe ratio-0.120.96
Net assets$6.9M$832.0M
Average market cap$3.9B$2.5B
Average P/E18.716.1
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. stock42.91%
Cash37.73%
Fixed income11.03%
International stock8.33%
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-Bill8.17%
SHY iShares 1-3 Year Treasury Bond4.31%
RENN Renren Inc ADR3.42%
MCP Molycorp Inc2.99%
ANV Allied Nevada Gold Corp2.86%
ZNGA Zynga Inc Class A2.74%
LJPC La Jolla Pharmaceutical Co2.30%
ANR Alpha Natural Resources Inc2.17%
WTW Weight Watchers International Inc1.83%
NTWK Netsol Technologies, Inc.1.78%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes 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. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.