Mutual Fund Insights: Neiman Large Cap Value Fund (NEIMX)

In-depth Analysis of Neiman Large Cap Value Fund (NEIMX)

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See Neiman Large Cap Value Fund (NEIMX) performance details as of February 28, 2010

  

Last Trade: $19.23 on 3/19/2010, Change: -0.05 (-0.26%)

Experiment our closing price forecasting tool for Neiman Large Cap Value Fund (NEIMX) (alpha release)

  

Fund Manager - Harvey Neiman

Fund Manager Tenure: 7.0 years
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)

Harvey Neiman is a principal at Neiman Capital Management. Harvey Neiman has been an attorney since 1970. From 1993 through 1999, Harvey Neiman was a licensed stock broker, serving with Merrill Lynch, later Morgan Stanley Dean Witter, and later AG Edwards. In 1999, Harvey Neiman formed Neiman Capital Management LLC. In 1985, Neiman earned an LLM degree in taxation.  Get more insights on Harvey Neiman

  

 What we like about Neiman Large Cap Value Fund (NEIMX)

Data for Neiman Large Cap Value Fund (NEIMX) as of February 28, 2010

• Neiman Large Cap Value Fund (NEIMX) management has been with Neiman Large Cap Value Fund for 7.0 years
• Neiman Large Cap Value Fund (NEIMX) has good Long-term performance (5-year return 3.27% vs -0.22 % Large Value category average)
• Neiman Large Cap Value Fund (NEIMX) ratio of up-years vs down years is greater than 2
• Neiman Large Cap Value Fund (NEIMX) has a Morningstar rating of 4 and above
• Neiman Large Cap Value Fund (NEIMX) is less volatile than its peers as it has a 3-year Standard Deviation of 13, lower than category average of 20.8
• Neiman Large Cap Value Fund (NEIMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Neiman Large Cap Value Fund (NEIMX)

Data for Neiman Large Cap Value Fund (NEIMX) as of February 28, 2010

• Neiman Large Cap Value Fund is a focused fund with 31.66% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Neiman Large Cap Value Fund (NEIMX) has a less-than-ideal short-term performance (1-year return 25.00% vs 54.22 % Large Value category average)
• Neiman Large Cap Value Fund (NEIMX) has a less-than-ideal mid-term performance (3-year return -0.92% vs -7.29 % Large Value category average)
• Neiman Large Cap Value Fund (NEIMX) has an annual stock turnover rate of 101.01% that is higher than the Large Value average of 69.56%. This could mean Neiman Large Cap Value is more nimble, but also signal potential high tax impact and high trading fees
• Neiman Large Cap Value Fund (NEIMX) has a higher management fee of 1.75% than its Large Value average of 1.29%

See Neiman Large Cap Value Fund (NEIMX) performance details as of February 28, 2010

  

  

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Neiman Large Cap Value Fund (NEIMX) Net Asset

Track net asset change of Neiman Large Cap Value fund (NEIMX)

Date	Net Asset
02/2010	$13.42M
01/2010	$13.11M
11/2009	$13.58M

More historic net asset information on Neiman Large Cap Value Fund (NEIMX)

  

Neiman Large Cap Value Fund (NEIMX) Portfolio Allocation

Track portfolio allocation change of Neiman Large Cap Value fund (NEIMX)

Date	Cash	Stock	Bond	Other
09/2009	13.79%	86.21%	0%	0%
06/2009	26.73%	73.27%	0%	0%
03/2009	42.48%	60.81%	0%	0%

Click here to see more historic asset allocation information on Neiman Large Cap Value Fund (NEIMX)

  

Most Recent Top 10 Holdings in Neiman Large Cap Value Fund (NEIMX)

Discover what Neiman Large Cap Value Fund (NEIMX) manager is buying

30-Sep-09 CHEVRON CORP [4.09%] Costco Wholesale Corporation [3.48%] SCHLUMBERGER LTD [3.38%] PROCTER GAMBLE CO [3.37%] OCCIDENTAL PET [3.13%] APACHE CP [3%] MCDONALDS CP [2.9%] BURLINGTN N SANTE FE [2.9%] ARCHER DANIELS MDLND [2.76%] Wyeth [2.65%]

30-Jun-09 APACHE CP [3.61%] SCHLUMBERGER LTD [3.49%] WYETH [3.32%] OCCIDENTAL PET [3.29%] MCDONALDS CP [3.09%] FEDEX CORP [2.99%] EXXON MOBIL CP [2.96%] SEMPRA ENERGY [2.86%] BURLINGTN N SANTE FE [2.83%] CHEVRON CORP [2.8%]

31-Mar-09 CHINA NETWORKS [3.36%] EXXON MOBIL CP [3.23%] Costco Wholesale Corporation [2.99%] CHEVRON CORP [2.9%] UNITED TECH [2.78%] CHUBB CP THE [2.74%] BURLINGTN N SANTE FE [2.59%] WYETH [2.41%] NIKE INC CL B [2.22%] V F CP [2.21%]

Click here for Stock Holding Change Map in Neiman Large Cap Value Fund (NEIMX)

  

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Latest News on Neiman Large Cap Value (NEIMX)

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See more information on Neiman Large Cap Value Fund (NEIMX)

• Neiman Large Cap Value Fund Insights
• Neiman Large Cap Value Fund Performance Data
• Neiman Large Cap Value Fund News
• Neiman Large Cap Value Fund Score Explaination
• Neiman Large Cap Value Fund Manager Information
• Historic Neiman Large Cap Value Fund Asset Allocation Report
• Historic Neiman Large Cap Value Fund Top 10 Holding Tracking
• Historic Neiman Large Cap Value Fund Asset Under Management Tracking