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Neiman Large Cap Value No-Load NEIMX

Medalist Rating as of | See Neiman Investment Hub
  • NAV / 1-Day Return 29.62  /  +0.65 %
  • Total Assets 36.2 Mil
  • Adj. Expense Ratio
    1.460%
  • Expense Ratio 1.460%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.26%
  • Turnover 25%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis NEIMX

Will NEIMX outperform in future?

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

Weakness in Neiman Large Cap Value No-Load's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings NEIMX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 34.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash & Cash Equivalents

4.45 1.5 Mil
Cash and Equivalents

Costco Wholesale Corp

3.91 1.3 Mil
Consumer Defensive

Sempra

3.79 1.3 Mil
Utilities

Lam Research Corp

3.71 1.3 Mil
Technology

Apple Inc

3.65 1.2 Mil
Technology

Exxon Mobil Corp

3.41 1.1 Mil
Energy

RTX Corp

3.18 1.1 Mil
Industrials

Eaton Corp PLC

3.14 1.1 Mil
Industrials

Charles Schwab Corp

3.14 1.1 Mil
Financial Services

Microsoft Corp

3.12 1.1 Mil
Technology