Neiman Large Cap Value FundNEAMX

MUTUAL FUNDNeiman
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$52.1M
Expense ratio
1.30%
1-year return
+25.7%
3 years, a year
+14.7%
5 years, a year
+10.6%
Holdings
37

What it aims to do.

The Neiman Large Cap Value Fund seeks long-term capital appreciation.

Top 10 holdings.

Holding% of fund
Goldman Sachs Trust - Goldman Sachs Financial Square Government Fund Institutional Class8.72%
LRCX Lam Research Corporation5.54%
COST Costco Wholesale Corporation4.59%
RTX RTX Corporation4.22%
AVGO Broadcom Inc.3.86%
XOM Exxon Mobil Corporation3.58%
AAPL Apple Inc.3.51%
JNJ Johnson & Johnson3.10%
SRE Sempra Energy3.04%
NVDA NVIDIA Corporation2.95%

More on NEAMX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.