13.41 
0.25(1.90%) May 21
| Prev Close: | 13.41 |
|---|
| YTD Return*: | -3.36% |
|---|
| Net Assets*: | 9.01M |
|---|
| Yield*: | 0.59% |
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* As of 28-Feb-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for BIRMX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| AERL | 4.46 | 25.16 |
| OCZ | 4.09 | -7.33 |
| iShares Barclays 1-3 Year Treasury Bond | 3.62 | 31.10 |
| SPDR Barclays 1-3 Month T-Bill | 3.44 | -15.92 |
| ACTS | 2.89 | -6.67 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 9.01M |
| Category: | Small Value |
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| Annual Report Expense Ratio (net): | -0.28% |
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Performance & Risk
| YTD Return: | -3.36% |
| 5y Avg Return: | -11.71% |
| Rank in Category (ytd): | 100 |
| % Rank in Category (ytd): | 26.39% |
| Beta (3y): | 1.50 |
| 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.
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