Birmiwal Oasis
Birmiwal Investment Trust24140 E Greystone Lane
Map
Phone: 800-417-5525
| Category: | Small Value | | Fund Family: | Birmiwal | | Net Assets: | 9.01M | | Year-to-Date Return: | -3.36% | | Yield: | 0.59% | | Morningstar Rating: |  | | Fund Inception Date: | Mar 31, 2003 |
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Kailash Birmiwal
Lead Manager since Mar 31, 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. |
| 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 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. |
| Last Dividend
(Dec 11, 2012)
:
| 0.07 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 1,446.94% | | Average for Category: | 55.95% |
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| Expense | BIRMX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | -0.28% | 1.41% | | Prospectus Net Expense Ratio: | 0.16% | N/A | | Prospectus Gross Expense Ratio: | 0.16% | N/A | | Max 12b1 Fee: | 0.00% | N/A | | Max Front End Sales Load: | N/A | 5.44% | | Max Deferred Sales Load:
| N/A | 2.33% | | 3 Yr Expense Projection*: | 52 | 727 | | 5 Yr Expense Projection*: | 90 | 1,148 | | 10 Yr Expense Projection*: | 205 | 2,194 |
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0.38(2.83%) May 22