Morningstar

Neiman Large Cap Value Fund A Shares NEAMX

Morningstar Medalist Rating
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Medalist Rating as of See Neiman Investment Hub
  • NAV / 1-Day Return $46.22  /  +0.02 %
  • Fund Size $52.2M
  • Adjusted Expense Ratio 1.300%
  • Net Expense Ratio 1.340%
  • Fee Level: Distribution High
  • Share Class Type Front Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.68%
  • Turnover Ratio 0%
NAV and 1-Day Return as of

Morningstar’s Analysis NEAMX

Will NEAMX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NEAMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NEAMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NEAMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Neiman Large Cap Value A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings NEAMX

More NEAMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lam Research Corp

11.49 6M
Technology

Broadcom Inc

4.82 2M
Technology

Costco Wholesale Corp

4.41 2M
Consumer Defensive

RTX Corp

4.25 2M
Industrials

Apple Inc

4.09 2M
Technology

NVIDIA Corp

3.46 2M
Technology

Johnson & Johnson

3.29 2M
Healthcare

Eaton Corp PLC

3.18 2M
Industrials

Southern Copper Corp

3.06 2M
Basic Materials

Sempra

2.97 2M
Utilities

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