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Birmiwal Oasis (BIRMX)

10.29 Down 0.18(1.72%) Jul 23

Profile as of Jun 29, 2014Get Profile for:
Birmiwal Oasis
Birmiwal Investment Trust24140 E Greystone Lane
Map
Phone: 800-417-5525
Fund Overview 
Category:Small Value
Fund Family:Birmiwal
Net Assets:7.31M
Year-to-Date Return:-12.49%
Yield:0.11%
Morningstar Rating:1 stars
Fund Inception Date:Apr 1, 2003
Morningstar Style Box 
Small Value
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Kailash Birmiwal
Lead Manager since Apr 1, 2003
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.
Investment Information 
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
BIRMX can be purchased from 1 brokerages.

Fund Summary 
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.

Fund Operations 
Last Dividend (Dec 10, 2013) : 0.01
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 21, 2014) : 2,077.66%
Average for Category:70.62%
Fees & Expenses 
ExpenseBIRMXCategory Avg
Annual Report Expense Ratio (net):0.74%1.36%
Prospectus Net Expense Ratio:0.66%N/A
Prospectus Gross Expense Ratio:0.66%N/A
Max 12b1 Fee:0.00%N/A
Max Front End Sales Load:N/A5.34%
Max Deferred Sales Load: N/A2.33%
3 Yr Expense Projection*:211672
5 Yr Expense Projection*:368996
10 Yr Expense Projection*:8222,001
* Per $10,000 invested