Birmiwal Oasis
Birmiwal Investment Trust 24140 E Greystone Lane
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Phone: 800-417-5525
| Category: | Small Growth | | Fund Family: | Birmiwal | | Net Assets: | 17.07M | | Year-to-Date Return: | 3.25% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Apr-03 |
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Kailash Birmiwal
Lead Manager since
01-Apr-03 | | | Birmiwal is the President of Birmiwal Asset Management, and serves as portfolio manager of the Birmiwal Oasis Fund. From 1987 to 1994,he taught at Southern Illinois University in Carbondale, Illinois, in the Department of Electrical Engineering. He has published many research journal articles. Since 1994 he has been engaged in managing his personal assets in the equity markets. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks capital appreciation. The fund generally invests primarily in securities of domestic and foreign companies, exchange traded funds, and options. It invests in companies without regard to market capitalization. The fund may invest in real estate investment trust. It is non diversified. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(19-Dec-08):
| 0.24 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 131.92% |
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| Expense | BIRMX | Category
Avg | | Total Expense Ratio: | 2.35%
| 1.60% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.41% | | Max Deferred Sales Load: | %
| 2.67% | | 3 Yr Expense Projection*: |
$ 835 | $690 | | 5 Yr Expense Projection*: |
$ 1,425 | $1,094 | | 10 Yr Expense Projection*: |
$ 3,022 | $2,198 |
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1.52% Nasdaq 0.00%
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