Nasdaq - Delayed Quote USD
Neuberger Berman Multi-Cap Opp I (NMULX)
9.60
+0.16
+(1.69%)
At close: 8:09:21 AM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -8.08% |
| 5y Average Return | 13.56% |
| Number of Years Up | 14 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 10, 2025) | 43.04% |
| Worst 1Y Total Return (Apr 10, 2025) | -- |
| Best 3Y Total Return | 43.04% |
| Worst 3Y Total Return | 5.75% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NMULX
Category
- YTD
- -2.43%
- 5.31%
- 1-Month
- -3.93%
- -4.19%
- 3-Month
- -2.43%
- 3.90%
- 1-Year
- 7.10%
- 20.31%
- 3-Year
- 6.88%
- 6.48%
- 5-Year
- 17.02%
- 11.78%
- 10-Year
- 10.85%
- 10.96%
- Last Bull Market
- 20.54%
- 25.56%
- Last Bear Market
- -18.22%
- -15.11%
Annual Total Return (%) History
Year
NMULX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -2.43% | -- | -- | -- |
| 2024 | 9.82% | 0.83% | 9.79% | -0.84% |
| 2023 | 4.61% | 7.56% | -5.46% | 11.32% |
| 2022 | -5.46% | -18.22% | -4.08% | 11.74% |
| 2021 | 6.89% | 7.12% | 0.74% | 9.82% |
| 2020 | -24.94% | 18.74% | 9.35% | 15.59% |
| 2019 | 12.30% | 3.58% | 3.18% | 6.72% |
| 2018 | -0.38% | 1.84% | 7.59% | -12.60% |
| 2017 | 8.45% | 3.08% | 4.35% | 6.99% |
| 2016 | 0.00% | 0.47% | 5.96% | 6.37% |
| 2015 | 0.89% | 0.76% | -7.39% | 5.55% |
| 2014 | 1.24% | 3.09% | -1.06% | 3.37% |
| 2013 | 16.41% | 0.86% | 8.77% | 12.00% |
| 2012 | 13.61% | -2.08% | 5.68% | 2.02% |
| 2011 | 7.30% | 1.85% | -16.98% | 10.46% |
| 2010 | 5.31% | -12.09% | 11.34% | 10.34% |
| 2009 | -7.56% | 15.22% | 13.77% | 5.47% |
| 2008 | -8.27% | -1.32% | -8.11% | -23.02% |
| 2007 | 2.67% | 7.24% | 0.09% | -2.64% |
Rank in Category (By Total Return)
| YTD | 24 |
| 1-Month | 12 |
| 3-Month | 24 |
| 1-Year | 40 |
| 3-Year | 73 |
| 5-Year | 63 |
Load Adjusted Returns
| 1-Year | 7.10% |
| 3-Year | 6.88% |
| 5-Year | 17.02% |
| 10-Year | 10.85% |
Performance & Risk
| YTD Return | -8.08% |
| 5y Average Return | 13.56% |
| Rank in Category (ytd) | 24 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Neuberger Berman |
| Net Assets | 233.92M |
| YTD Return | -2.43% |
| Yield | 0.13% |
| Morningstar Rating | |
| Inception Date | Jan 11, 2022 |
Fund Summary
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.
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