Morningstar

Neiman Large Cap Value Fund No-Load Shares NEIMX

Medalist Rating as of Aug 31, 2026 See Neiman Investment Hub

Strategy

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of large capitalization companies that the investment adviser believes are undervalued. Large capitalization companies are defined as those with market capitalizations within the universe of the S&P 500 Index at the time of purchase. Under normal circumstances, it will invest at least 80% of total assets in common stocks of large capitalization companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NEIMX	Neiman Large Cap Value Fund No-Load Shares	No Load	Open			Apr 1, 2003	$49.35M	1.300%	High	$2,500	−$646,651.45
NEAMX	Neiman Large Cap Value Fund A Shares	Front Load	Open			Aug 1, 2012	$1.44M	1.300%	High	$2,500	−$139,381.57

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