1 / 5 Stars
1 1 1 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#72 in Small Value
U.S. News evaluated 118 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 3.92 percent over the past year, -20.00 percent over the past three years, 11.71 percent over the past five years, and 2.18 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.8%|
|3 Years (Annualized)||-20.0%|
|5 Years (Annualized)||11.7%|
|10 Years (Annualized)||2.2%|
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 0.57 percent.
Risk is High compared to funds in the same category according to Morningstar.