NEIMX

Active

Neiman Large Cap Value Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.30%
Annual Cost per $10K
$130.00
30-Year Fee Drag per $10K
$23,369
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+15.11%

Asset Allocation

US Equity
91%
Intl Equity
5%
Cash
4%

Fee Comparison

NEIMX
1.30%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

23% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+42.06%3Y
Compare to

Fee Impact Calculator

$
%
NEIMX at 1.30%$263,766
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$116,846
Cost vs index fund−$113,658

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
NEIMXNeiman Large Cap Value Fund1.30%
JLGMXJPMorgan Large Cap Growth Fund0.94%
RICAXInvestment Co of America1.36%
CDIRXColumbia Dividend Income Fund1.15%
FBCCXFidelity Blue Chip Growth Fund0.97%
OIEFXJPMorgan Equity Income Fund0.95%
PABGXT. Rowe Price Blue Chip Growth Fund, Inc.0.95%
PAVLXT. Rowe Price Value Fund, Inc.0.94%
TRSAXT. Rowe Price Growth Stock Fund, Inc.0.91%
MFEGXMFS Growth Fund0.83%
JMUEXJPMorgan U.S. Equity Fund0.94%
FAGOXFidelity Advisor Growth Opportunities Fund0.99%
JHQAXJPMorgan Hedged Equity Fund0.82%
RPMGXT. Rowe Price Mid-Cap Growth Fund, Inc.0.75%
JGACXJPMorgan Growth Advantage Fund0.99%
JVMAXDisciplined Value Mid Cap Fund0.74%
FOCKXFidelity OTC Portfolio1.05%
HRCAXHarbor Capital Appreciation Fund0.92%
FRDPXFranklin Rising Dividends Fund0.83%
FDNRXFranklin Dynatech Fund1.07%
OAZMXOakmark Fund0.63%
CCIFXColumbia Seligman Technology and Information Fund0.91%
JSECXJPMorgan Small Cap Equity Fund1.24%
PAULXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.96%
GETGXVictory Sycamore Established Value Fund0.89%
SBLGXClearBridge Large Cap Growth Fund1.01%
PAWAXT. Rowe Price All-Cap Opportunities Fund1.05%
JGAQXJPMorgan Value Advantage Fund0.99%
RRFDXT. Rowe Price Equity Income Fund1.25%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
IHGIXTHE HARTFORD DIVIDEND AND GROWTH FUND0.96%
PABVXMidCap Value Fund I1.19%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
VAFAXInvesco American Franchise Fund0.93%
MLRRXNYLI Winslow Large Cap Growth Fund0.79%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
JENIXThe Jensen Quality Growth Fund Inc1.26%
PGORXPutnam Large Cap Growth Fund0.93%
PBCJXBlue Chip Fund0.92%
CSIEXCalvert Equity Fund0.90%
PLCGXLargeCap Growth Fund I0.94%
SVFIXSmead Value Fund0.90%
FLMVXJPMorgan Mid Cap Value Fund1.09%
RRCOXT. Rowe Price U.S. Equity Research Fund1.17%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
PRSVXT. Rowe Price Small-Cap Value Fund, Inc.0.77%
SHAPXClearBridge Appreciation Fund0.91%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
LGLAXLord Abbett Growth Leaders Fund0.90%
PRDSXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.79%
MEFAXMassMutual Mid Cap Growth Fund1.11%
PRSCXT. Rowe Price Science & Technology Fund, Inc.0.79%
PLFMXLargeCap S&P 500 Index Fund1.29%
DAGVXBNY Mellon Dynamic Value Fund0.93%
JGAVXJPMorgan U.S. Value Fund0.94%
DCCAXMacquarie Small Cap Core Fund1.06%
NLSIXNeuberger Berman Long Short Fund$1M min1.32%
ESPAXAllspring Special Small Cap Value Fund1.17%
ITHAXTHE HARTFORD CAPITAL APPRECIATION FUND1.05%
FRURXFranklin Utilities Fund1.06%
AQEAXColumbia Disciplined Core Fund0.94%
PCSMXSmallCap Growth Fund I1.44%
DEVLXMacquarie Small Cap Value Fund1.10%
FGRAXFranklin Growth Opportunities Fund0.94%
CCASXCONESTOGA SMALL CAP FUND1.10%
OAZLXOakmark Select Fund0.73%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
HFMCXTHE HARTFORD MIDCAP FUND1.07%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
JDERXPGIM Jennison Mid-Cap Growth Fund1.04%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
ASMMXInvesco Summit Fund1.23%
ATHGXHeritage Fund0.80%
AASRXAmerican Beacon Small Cap Value Fund0.77%
BSCUXBARON SMALL CAP FUND1.05%
JLCYXFundamental Large Cap Core Fund1.16%
BARUXBARON ASSET FUND1.04%
LMPFXClearBridge Growth Fund1.13%
PLVJXLargeCap Value Fund III0.94%
HGOTXTHE HARTFORD GROWTH OPPORTUNITIES FUND0.83%
SCSCXTouchstone Strategic Trust-Touchstone Large Cap Focused Fund0.98%
FCPVXFidelity Small Cap Value Fund1.20%
CALRXCalvert Small Cap Fund0.86%
EMLPFirst Trust North American Energy Infrastructure Fund0.95%
CZMVXMulti-Manager Value Strategies Fund$1M min0.69%
SDGAXDWS Capital Growth Fund1.30%
DLCZXDestinations Large Cap Equity Fund0.81%
LMPMXClearBridge Small Cap Growth Fund0.92%
CSMUXCarillon Scout Mid Cap Fund0.85%
TFFCXTouchstone Strategic Trust-Touchstone Focused Fund1.16%
PARMXParnassus Mid Cap Fund0.95%
OWACXOld Westbury All Cap Core Fund0.96%
CSGAXColumbia Seligman Global Technology Fund1.00%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
SGRAXAllspring Growth Fund1.15%
PLLAXSmallCap Fund0.98%
JSCHXJPMorgan Small Cap Blend Fund1.24%
ANODXSmall Cap Growth Fund0.79%
PHEFXT. Rowe Price Hedged Equity Fund0.75%

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