Birmiwal Oasis Fund

Class Inv (BIRMX)
Scorecard
1 / 5 Stars
Lipper
1 1 1 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
E- (Sell)

#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.

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Performance

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%
1 Year 3.9%
3 Years (Annualized) -20.0%
5 Years (Annualized) 11.7%
10 Years (Annualized) 2.2%

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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.

Fees

Fees are Low compared to funds in the same category.
Birmiwal Oasis Fund has an expense ratio of 0.57 percent.

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Risk

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

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