Mutual Funds - Profile

Neiman Opportunities Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies with market capitalization between $500 million and $20 billion.

The research team using fundamental analysis evaluates a company’s valuation multiples on the basis of earnings, cash flow, book value, sales; dividend amount and yield, balance sheet leverage, growth of revenue and earnings, and return on equity and on assets.

The team also assesses a company's relative strength and its potential for long term growth.

The fund has More

Price

  • Last Close
  • $11.08
    +0
  • 52 Week HL
  • $12.87 - $10.77
  • Net Assets
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Dec 31, 2020

Top 10 Holdings
Dec 31, 2020

Company Holding
Amazon.com Inc 6.02
GoPro Inc 3.38
Zscaler Inc 3.32
Etsy Inc 3.29
NICE Ltd 3.14
Company Holding
Simpson Manufacturing 3.11
Cirrus Logic 3.04
Penn National 3.03
Tetra Tech 3.00
Steris PLC 2.98
Total 34.31%

Manager

  • Name
  • Harvey Neiman
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Fact Sheet
  • Annual Reports
  • Website

Performance
- YTD

  • 3 Year
  • -3.65%
  • 5 Year
  • 3.22%
  • Best
  • 24.35%
    2019
  • Worst
  • -13.37%
    2021

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
NEOMX -11%21%15%28%-11%17%12%-4%11%33%15%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 - -5.2% -19.6% 9.2% 0.6% 3.1% - - - - -
Q2 - -8.7% 7.8% 5.3% 3.2% 4.1% 1.5% - - - -
Q3 - - 6.5% 4.4% -0.8% 7.3% 1.2% - - - -
Q4 - - -3.2% 2.7% -10.7% 3.1% 5.2% - - - -

Returns +
M

J F M A M J J A S O N D
2022 - - - - - - - - - - - -
2021 3.3% -2.6% -5.8% -8.7% - - - - - - - -

Annual
Return

Index Comparison

Alpha

NAV