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Birmiwal Oasis Fund (BIRMX)


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Birmiwal Oasis Fund

Birmiwal Investment Trust24140 E Greystone LaneWoodway WA 98020
800-417-5525
Management Information
Kailash Birmiwal,Lead Manager since March 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. 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.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryN/A
Fund FamilyBirmiwal
Net Assets6.3M
YTD Return-19.28%
Yield0.12%
Morningstar Rating
Inception DateMar 31, 2003

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover2,077.66%
Average for CategoryN/A

Fees & Expenses

ExpenseBIRMXCategory Average
Annual Report Expense Ratio (net)0.74%N/A
Prospectus Net Expense Ratio0.79%N/A
Prospectus Gross Expense Ratio0.79%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection252N/A
5 Yr Expense Projection439N/A
10 Yr Expense Projection978N/A