About NEIMX
Neiman Large Cap Value Fund is an actively managed mutual fund focused on seeking long-term capital appreciation by investing primarily in common stocks of large-capitalization U.S. companies that are considered undervalued by the fund’s adviser. The fund targets businesses with strong fundamentals and uses a value-oriented approach, emphasizing metrics such as price-to-earnings, price-to-book, and dividend yield to identify investment opportunities. While its portfolio is diversified across sectors like technology, consumer defensive, energy, and industrials, the fund notably concentrates a significant portion of assets in its top holdings, which recently included well-known companies like Apple, Microsoft, and Exxon Mobil. The fund is managed with an emphasis on fundamental analysis and may employ strategies such as holding cash or implementing covered calls to help manage market risk. Serving primarily investors seeking exposure to large-cap value stocks, the fund plays a role in providing access to stable, established companies with the aim of capital growth over the long term, while also managing downside volatility through targeted risk-mitigation strategies.
Fund Family Neiman Funds
Category Large Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol NEIMX
Share Class No-load Shares
Index S&P 500 TR
NEIMX had a total return of 29.53% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.01%.
