Send me a link:

*Text messaging rates may apply.

 Dow Down 1.56% Nasdaq Down 1.88%

Neiman Balanced Allocation A (NBAFX)

12.72 Down 0.04(0.31%) Jul 30
Prev Close:12.72
YTD Return*:3.24%
Net Assets*:21.55M
Yield*:0.81%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for NBAFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Neiman Large Cap Value15.20N/A
Amana Income Institutional14.96N/A
PIMCO Income Instl7.90N/A
Ivy High Income I7.88N/A
Frost Total Return Bond Inst7.87N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:21.55M
Category:Conservative Allocation
Annual Report Expense Ratio (net):1.45%

Performance & Risk

YTD Return:3.24%
5y Avg Return:N/A
Rank in Category (ytd):88
% Rank in Category (ytd):12.02%
Beta (3y):1.05
Morningstar Risk Rating:5

Fund Summary

The investment seeks total return. The fund normally invests at least 50% of its assets (at the time of purchase) in shares of equity mutual funds (open-end investment companies) registered under the Investment Company Act of 1940 and at least 25% of its assets (at the time of purchase) in shares of fixed income mutual funds (open-end investment companies) registered under the Investment Company Act of 1940. It is non-diversified. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback