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Neiman Tactical Income Fund Class A (NTAFX)

Net Asset Value
1 Day
Overall Morningstar Rating
High yield bond
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks total return with capital preservation as a secondary objective. Under normal circumstances, the primary asset class for achieving the fund's total return objective is low-rated corporate bonds, or "high yield bonds" / "junk bonds." The Sub-Adviser defines high yield bonds as those rated lower than Baa3 by Moody's Investors Service ("Moody's") or lower than BBB- by Standard and Poor's Rating Group ("S&P"), or if unrated, determined by the adviser to be of similar credit quality. It is non-diversified.


1 month-- 3 years--
3 months-- 5 years--
1 year-- Since inception+1.75%
Data through --

Peer Comparisonvs. High yield bond

Performance 5-yr return--+3.84%
Expense ratio2.25%1.11%
Risk 5 year sharpe ratio--0.68
Net assets$25.4M$1.3B
Average market cap$6.8B$18.2B
Average P/E19.714.5
Portfolio turnover184%184%

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Fund Management and Purchase Info

Fund familyNeiman Funds
Fund manager & tenurePhillip Gebben / 2 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00


Fixed income17.45%
U.S. stock0.10%
International stock0.01%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
LAHYX Lord Abbett High Yield Fund Class I3.48%
HYG iShares iBoxx $ High Yield Corporate Bond ETF3.28%
SJNK SPDR® Barclays Short Term High Yield Bond ETF3.28%
JNK SPDR® Barclays High Yield Bond ETF3.24%
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF2.43%
PIMIX PIMCO Income Fund Institutional Class1.95%

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