• Fund Type: Fund of Funds
  • Objective: Moderate Allocation
  • Asset Class: Mixed Allocation
  • Geographic Focus: U.S.

Neiman Balanced Allocation Fund

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NBCFX:US

12.59 USD 0.000.00%

As of 09:29:30 ET on 07/29/2014.

Snapshot for Neiman Balanced Allocation Fund (NBCFX)

Year To Date: +2.52% 3-Month: +2.61% 3-Year: +6.89% 52-Week Range: 11.30 - 12.72
1-Month: -0.32% 1-Year: +9.25% 5-Year: - Beta vs SPX: 0.72

Mutual Fund Chart for NBCFX

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  • NBCFX:US 12.59
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Interactive NBCFX Chart

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Fund Profile & Information for NBCFX

Neiman Balanced Allocation Fund is an open-end fund incorporated in the USA. The objective is to seek total return. The Fund normally invests at least 50% of its assets in shares of equity mutual funds and at least 25% of its assets in shares of fixed income mutual funds.

Inception Date: 07-16-2010 Telephone: 1-877-385-2720
Managers: JOSHUA HEIMS
Web Site: www.neimanfunds.com

Fundamentals for NBCFX

NAV (on 2014-07-29) 12.59
Assets (M) (on 2013-07-26) 17.44
Fund Leveraged N
Minimum Investment 2,500.00
Minimum Subsequent Investment 100.00

Dividends for NBCFX

Dividend Type Short Term Cap Gain
Dividend Frequency Annual
Last Dividend Net (on 2014-06-26) 0.04
Dividend Yield (ttm) 7.01

Fees & Expenses for NBCFX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.00
Redemption Fee -
12b1 Fee 1.00
Expense Ratio 2.20

Top Fund Holdings for NBCFX

Filing Date: 03/31/2014
Name Position Value % of Total
Neiman Large Cap Value Fund 112,591 3,063,598 15.205%
Amana Income Fund 68,027 3,014,947 14.963%
PIMCO Income Fund 127,584 1,590,967 7.896%
Ivy High Income Fund 181,551 1,588,571 7.884%
Frost Total Return Bond Fund 146,434 1,585,876 7.871%
Eaton Vance Floating-Rate Adva 140,373 1,566,559 7.775%
Baron Real Estate Fund 44,364 1,035,445 5.139%
Fidelity Advisor Materials Fun 11,679 1,018,893 5.057%
Van Eck Emerging Markets Fund 69,543 995,860 4.943%
Thornburg International Growth 44,630 937,231 4.652%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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