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Sunday March 21, 2010 3:52 PM ET
SmartMoney
Net Asset Value: 
24.58
1-Day Return: 
-0.88 (-3.46%)
YTD Return
as of 3/19/10: 
Up 15.67%
BIRMX 
(Birmiwal:Oasis Fund)
Classification: Small-Cap Core     Objective: Growth
Open to New Investors: No
Lipper Rating
Total Return
Consistent Return
Preservation
Tax Efficiency
Expense
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
NAV Chart | Growth of $10,000
Fund Chart
Total Returns (As of 3/19/2010)
 YTD1Yr3Yr5Yr10Yr
Fund 15.67 196.50 1.54 15.82NA
Classification 7.25 65.45 -3.67 2.64 6.05
Index (S&P 500) 4.50 51.20 -4.00 1.60 -0.50
% Rank in Class (1-best,100=worst)1171NA
Fund Stats
Investment Objective:Growth
Net Assets ($Mil)17.70
Inception Date:4/1/03
Manager Name, TenureKailash Birmiwal, 2003
Expense Ratio: 2.57%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%
Top 10 Holdings (As of 9/30/09)
Company NameSymbol% Net Assets
Mcclatchy Co MNI 8.23
Maguire Properties Inc MPG 5.61
Actions Semiconductor Co Ltd ACTS 3.46
China Medicine Corp CHME 3.17
Energy Xxi (bermuda) Ltd EXXI 2.94
Strategic Hotels & Resorts Inc BEE 2.59
American Capital Ltd ACAS 2.59
Istar Financial Inc SFI 2.03
Primoris Services Eqy Warrant NA 1.93
Qiao Xing Universal Telephone Inc XING 1.81
% of Total Holdings 34.36
Stories & Blogs: Around the Web
2/26/2010  Volatility rots a core fund (MarketWatch.com)
10/23/2007  Some Top Small-Cap Funds May Soon Reopen (SM)
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