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Nasdaq - Delayed Quote USD

Neuberger Berman Large Cap Growth A (NGDAX)

26.89
+0.16
+(0.60%)
At close: 6:48:56 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.27%
5y Average Return 18.39%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Mar 31, 2025) 38.59%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 38.59%
Worst 3Y Total Return 4.18%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NGDAX
Category
YTD
0.00%
12.38%
1-Month
-3.28%
5.09%
3-Month
0.56%
10.28%
1-Year
13.93%
41.70%
3-Year
12.24%
22.56%
5-Year
17.31%
21.98%
10-Year
13.28%
15.99%
Last Bull Market
17.87%
25.99%
Last Bear Market
-15.82%
-17.29%

Annual Total Return (%) History

Year
NGDAX
Category
2024
23.46%
--
2023
35.68%
--
2022
-24.51%
--
2021
27.32%
--
2020
34.22%
35.86%
2019
36.34%
31.90%
2018
-7.10%
-2.09%
2017
24.90%
27.67%

2016
9.06%
3.23%
2015
-4.89%
3.60%
2014
9.01%
10.00%
2013
38.59%
33.92%
2012
12.64%
15.34%
2011
-3.16%
-2.46%
2010
19.33%
15.53%
2009
--
35.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.53% 4.09% 4.14% 3.98%
2023 13.08% 8.69% -2.74% 13.51%
2022 -8.49% -15.82% -4.69% 2.80%
2021 4.09% 11.86% 1.79% 7.42%
2020 -14.79% 25.08% 13.08% 11.37%
2019 14.58% 5.71% 3.54% 8.71%
2018 -0.38% 4.42% 7.42% -16.86%
2017 6.55% 5.23% 4.19% 6.92%
2016 1.87% 0.87% 3.73% 2.32%
2015 0.31% -1.72% -8.11% 4.99%

2014 -0.28% 3.92% 1.21% 3.94%
2013 14.43% 1.77% 8.26% 9.92%
2012 10.73% -4.32% 5.79% 0.49%
2011 7.26% -0.89% -16.91% 9.64%
2010 4.52% -7.76% 9.48% 13.06%
2009 13.67% 6.27% -- --

Rank in Category (By Total Return)

YTD 35
1-Month 42
3-Month 6
1-Year 73
3-Year 51
5-Year 38

Load Adjusted Returns

1-Year 7.38%
3-Year 10.04%
5-Year 15.93%
10-Year 12.61%

Performance & Risk

YTD Return -8.27%
5y Average Return 18.39%
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Neuberger Berman
Net Assets 2.55B
YTD Return 0.00%
Yield 0.00%
Morningstar Rating
Inception Date Jun 01, 1950

Fund Summary

The fund normally invests at least 80% of its net assets in equity securities of large-capitalization companies, which it defines as those with a market capitalization within the market capitalization range of the Russell 1000® Growth Index at the time of purchase. The Portfolio Managers employ a research driven approach to stock selection, with a long term perspective that combines both quantitative analysis and qualitative judgment.

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