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Neuberger Berman Large Cap Growth Inv (NGUAX)

26.78
-0.69
(-2.51%)
At close: March 28 at 8:03:47 PM EDT
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  • Previous Close 27.47
  • YTD Return 0.03%
  • Expense Ratio 0.81%
  • Category Large Growth
  • Last Cap Gain 47.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 2.55B
  • Beta (5Y Monthly) 0.91
  • Yield 0.07%
  • 5y Average Return --
  • Holdings Turnover 30.00%
  • Last Dividend 0.02
  • Inception Date Jun 1, 1950

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.

Neuberger Berman

Fund Family

Large Growth

Fund Category

2.55B

Net Assets

1950-06-01

Inception Date

Performance Overview: NGUAX

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Trailing returns as of 3/28/2025. Category is Large Growth.

YTD Return

NGUAX
0.03%
Category
12.38%
 

1-Year Return

NGUAX
14.19%
Category
41.70%
 

3-Year Return

NGUAX
12.49%
Category
22.56%
 

5-Year Return

NGUAX
17.58%
Category
21.98%
 

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Holdings: NGUAX

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Sector Weightings

SectorNGUAX
Technology   41.28%
Healthcare   7.30%
Industrials   4.32%
Utilities   1.12%
Energy   0.48%
Real Estate   0.00%

Recent News: NGUAX

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Research Reports: NGUAX

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