NEIMX : Neiman Large Cap Value Fund No-Load Shares

NEIMX is a US Stocks Market Large Value with HIGH fees.

NEIMX

Neiman Large Cap Value Fund No-Load Shares

FI Score

20 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

20% FI Score
  • neimx
  • Mutual Fund
  • US Stocks
  • Large Value

Neiman Large Cap Value Fund No-Load Shares

Expenses: 1.45% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

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.

Largest Holdings

Amount Holding
3.64% Costco Wholesale Corp
2.90% Johnson & Johnson
2.79% UnitedHealth Group Inc
2.71% Sempra Energy
2.43% Philip Morris International Inc
2.39% Southern Co
2.38% The Walt Disney Co
2.36% Procter & Gamble Co
2.35% Altria Group Inc
2.20% Utd Tech
2.13% AT&T Inc
2.09% Exxon Mobil Corp
2.06% Apple Inc
1.94% Intel Corp
1.84% Valero Energy Corp
1.77% Cisco Systems Inc
1.72% CME Group Inc Class A
1.70% Progressive Corp
1.68% Accenture PLC Class A
1.67% Union Pacific Corp
1.66% Truist Financial Corp
1.39% Charles Schwab Corp
1.31% Nike Inc B
1.17% Phillips 66
1.13% PNC Financial Services Group Inc

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