NEIMX Mutual Fund Analysis & Holdings | MarketXLS

NEIMX Mutual Fund

NAV$44.94

AUM$50M

TER1.46%

Holdings37

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NEIMX Mutual Fund

NAV$44.94

Neiman Large Cap Value Fund No Load Class

AUM$50M

TER1.46%

Holdings37

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare NEIMX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings NEIMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NEIMX Mutual Fund Overlap Analysis

NEIMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

NEIMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, NEIMX may share significant positions with broad-market funds.

NEIMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NEIMX tax-loss harvesting finds highly correlated but non-identical funds.