Birmiwal Oasis Fund

Class Inv (BIRMX)
1 / 5 Stars
1 1 1 5 3
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
E- (Sell)

U.S. News evaluated 122 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Birmiwal funds

See full Small Value rankings

See more fund rankings


The fund has returned -13.63 percent over the past year, -12.95 percent over the past three years, -4.10 percent over the past five years, and 1.04 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date -12.5%
1 Year -13.6%
3 Years (Annualized) -12.9%
5 Years (Annualized) -4.1%
10 Years (Annualized) 1.0%

See more BIRMX performance


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.


Fees are Low compared to funds in the same category.
Birmiwal Oasis Fund has an expense ratio of 0.74 percent.

See more BIRMX fees


Risk is High compared to funds in the same category according to Morningstar.

See more BIRMX risk