Birmiwal Oasis
24140 E Greystone Lane Woodway WA 98020 Bellevue WA 98006
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Phone: 800-417-5525
| Category: | Small Blend | | Fund Family: | Birmiwal | | Net Assets: | 18.74M | | Year-to-Date Return: | -24.51% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Apr-03 |
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Kailash Birmiwal
Lead Manager since
01-Apr-03 | | | 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. Since 1994 he has been engaged in managing his personal assets in the equity markets. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks capital appreciation. The fund generally invests in common stocks, and may also invest in exchange-traded funds. The fund invests without regard to market capitalization, and invests using both growth and value styles. It may hold some or all of its assets in cash, money-market funds, certificates of deposit, short-term debt obligations or repurchase agreements. The fund is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
(14-Dec-07):
| 10.61 | | Annual Holdings Turnover
| 932.00% | | Average for Category:
| 92.45% |
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| Expense | BIRMX | Category
Avg | | Total Expense Ratio: | 4.28%
| 1.39% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.20% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$1,340 | $589 | | 5 Yr Expense Projection*: |
$2,247 | $962 | | 10 Yr Expense Projection*: |
$4,558 | $1,922 |
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0.29% Nasdaq 
0.14%
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