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Nasdaq - Delayed Quote USD

Neuberger Berman M/C Intrinsic Val Inst (NBRTX)

21.69
-1.36
(-5.90%)
At close: April 4 at 8:03:56 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -12.16%
5y Average Return 17.19%
Number of Years Up 9
Number of Years Down 5
Best 1Y Total Return (Apr 3, 2025) 36.98%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 36.98%
Worst 3Y Total Return -1.15%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NBRTX
Category
YTD
-7.28%
21.28%
1-Month
-5.59%
-1.96%
3-Month
-7.28%
4.90%
1-Year
-4.87%
55.83%
3-Year
0.52%
11.08%
5-Year
16.89%
11.93%
10-Year
4.74%
10.64%
Last Bull Market
14.58%
25.54%
Last Bear Market
-14.47%
-22.08%

Annual Total Return (%) History

Year
NBRTX
Category
2025
--
--
2024
9.20%
--
2023
11.16%
--
2022
-9.61%
--
2021
32.66%
--
2020
-3.91%
2.63%
2019
17.57%
25.18%
2018
-14.51%
-12.86%

2017
16.93%
13.22%
2016
18.41%
18.06%
2015
-7.84%
-5.41%
2014
13.29%
9.31%
2013
36.98%
35.14%
2012
16.17%
16.60%
2011
-6.45%
-3.96%
2010
--
21.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.28% -- -- --
2024 6.43% -2.54% 4.27% 0.97%
2023 1.11% 2.45% -3.34% 11.02%
2022 0.15% -14.47% -5.44% 11.59%
2021 18.15% 7.04% -3.39% 8.58%
2020 -40.56% 23.40% 1.84% 28.64%
2019 15.23% -0.63% -1.56% 4.32%
2018 -0.48% 2.24% 2.58% -18.10%
2017 5.78% 3.57% 3.45% 3.17%
2016 4.88% 1.34% 4.97% 6.14%

2015 4.72% -1.71% -11.08% 0.68%
2014 2.85% 5.35% -1.46% 6.11%
2013 14.53% 3.00% 7.72% 7.81%
2012 12.27% -4.57% 5.50% 2.78%
2011 8.04% -1.85% -22.80% 14.28%
2010 -12.10% 14.19% 14.79% --

Rank in Category (By Total Return)

YTD 96
1-Month 92
3-Month 96
1-Year 91
3-Year 96
5-Year 58

Load Adjusted Returns

1-Year -4.87%
3-Year 0.52%
5-Year 16.89%
10-Year 4.74%

Performance & Risk

YTD Return -12.16%
5y Average Return 17.19%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Neuberger Berman
Net Assets 50.03M
YTD Return -7.28%
Yield 0.77%
Morningstar Rating
Inception Date Jun 21, 2010

Fund Summary

To pursue its goal, the fund normally invests at least 80% of its net assets in equity securities of mid-capitalization companies, which the adviser defines as those with a total market capitalization within the market capitalization range of the Russell Midcap® Value Index at the time of purchase. The fund's strategy consists of using a bottom-up, fundamental research driven approach to identify stocks of companies that are trading below the Portfolio Managers' estimate of their intrinsic value and that they believe have the potential for appreciation over time.

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