- What does NEIMX invest in?
- 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.
- What is the expense ratio of NEIMX?
- Neiman Large Cap Value Fund (NEIMX) charges an expense ratio of 1.30%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is NEIMX?
- Neiman Large Cap Value Fund (NEIMX) manages $51.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is NEIMX actively managed or an index fund?
- NEIMX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (NEIMX's is 1.30%) because there's no security selection cost.
- When was NEIMX launched?
- Neiman Large Cap Value Fund (NEIMX) launched in June 2003 and is managed by the fund issuer.
- How has NEIMX performed?
- NEIMX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
