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Birmiwal Oasis (BIRMX)

9.71 Down 0.03(0.31%) Nov 26
Prev Close:9.74
YTD Return*:-20.45%
Net Assets*:6.52M
Yield*:0.12%

* As of 31-Oct-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for BIRMX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPDR Barclays 1-3 Month T-Bill8.767.21
iShares 1-3 Year Treasury Bond4.62-7.09
RENN3.74-60.85
JASO2.97-37.48
KING.IR2.81-72.55

Fund Basics

Morningstar Overall Rating:
Total Assets:6.52M
Category:Small Value
Annual Report Expense Ratio (net):0.74%

Performance & Risk

YTD Return:-20.45%
5y Avg Return:-11.58%
Rank in Category (ytd):100
% Rank in Category (ytd):26.04%
Beta (3y):1.44
Morningstar Risk Rating:5

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. View More
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