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    Birmiwal Oasis (BIRMX)

    9.35 Up 0.04(0.43%) Dec 26

    Profile as of Nov 29, 2014Get Profile for:
    Birmiwal Oasis
    Birmiwal Investment Trust24140 E Greystone LaneWoodway WA 98020
    Map
    Phone: 800-417-5525
    Fund Overview 
    Category:Small Value
    Fund Family:Birmiwal
    Net Assets:6.30M
    Year-to-Date Return:-19.28%
    Yield:0.12%
    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. From 1994 to 2002, he was primarily engaged in managing his personal assets in the equity markets. Dr. Kailash Birmiwal graduated from the Indian Institute of Technology (IIT), Kanpur, India in 1979 where he obtained his Bachelor of Technology degree in Electrical Engineering. He received his Master of Science in Electrical Engineering in 1981, Master of Science in Mathematics in 1986, and Ph.D. in Electrical Engineering in 1988, all from the University of Connecticut.
    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 (Dec 23, 2014) : 2,077.66%
    Average for Category:70.92%
    Fees & Expenses 
    ExpenseBIRMXCategory Avg
    Annual Report Expense Ratio (net):0.74%1.34%
    Prospectus Net Expense Ratio:0.79%N/A
    Prospectus Gross Expense Ratio:0.79%N/A
    Max 12b1 Fee:0.00%N/A
    Max Front End Sales Load:N/A5.36%
    Max Deferred Sales Load: N/A2.17%
    3 Yr Expense Projection*:252597
    5 Yr Expense Projection*:439965
    10 Yr Expense Projection*:9781,971
    * Per $10,000 invested