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Neuberger Berman Multi-Cap Opp I (NMULX)

9.19
-0.57
(-5.84%)
At close: April 4 at 8:03:56 PM EDT
Loading Chart for NMULX
  • Previous Close 9.76
  • YTD Return -2.43%
  • Expense Ratio 0.88%
  • Category Large Blend
  • Last Cap Gain 48.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 233.92M
  • Beta (5Y Monthly) 1.01
  • Yield 0.13%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend 0.01
  • Inception Date Jan 11, 2022

The fund invests in a concentrated portfolio, consisting mainly of common stocks of companies that are selected using a fundamental, bottom-up research approach. The advisor may hold stocks of companies of any market capitalization and in any sector. Under normal market conditions, the fund typically will hold a limited number of stocks. Although the fund invests primarily in domestic stocks, it may also invest in stocks of foreign companies.

Neuberger Berman

Fund Family

Large Blend

Fund Category

233.92M

Net Assets

2022-01-11

Inception Date

Performance Overview: NMULX

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Trailing returns as of 4/4/2025. Category is Large Blend.

YTD Return

NMULX
2.43%
Category
5.31%
 

1-Year Return

NMULX
7.10%
Category
20.31%
 

3-Year Return

NMULX
6.88%
Category
6.48%
 

5-Year Return

NMULX
17.02%
Category
11.78%
 

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Holdings: NMULX

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Sector Weightings

SectorNMULX
Technology   20.57%
Industrials   12.39%
Healthcare   5.08%
Utilities   2.65%
Energy   2.54%
Real Estate   0.00%

Recent News: NMULX

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Research Reports: NMULX

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