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Neuberger Berman Large Cap Value E (NPNEX)

42.26
-2.85
(-6.32%)
As of 8:06:45 AM EDT. Market Open.
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  • Previous Close 45.11
  • YTD Return 4.11%
  • Expense Ratio 0.03%
  • Category Large Value
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 8.29B
  • Beta (5Y Monthly) 0.69
  • Yield 2.84%
  • 5y Average Return --
  • Holdings Turnover 81.00%
  • Last Dividend 1.33
  • Inception Date Aug 16, 1996

The fund normally invests at least 80% of its net assets in equity securities of large-capitalization companies, which the portfolio managers defines as those with a market capitalization within the market capitalization range of the Russell 1000® Value Index at the time of purchase. The Portfolio Managers look for what they believe to be well-managed companies whose stock prices are undervalued. Although the fund invests primarily in domestic stocks, it may also invest in stocks of foreign companies.

Neuberger Berman

Fund Family

Large Value

Fund Category

8.29B

Net Assets

1996-08-16

Inception Date

Performance Overview: NPNEX

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Trailing returns as of 4/3/2025. Category is Large Value.

YTD Return

NPNEX
4.11%
Category
4.44%
 

1-Year Return

NPNEX
9.23%
Category
14.37%
 

3-Year Return

NPNEX
2.95%
Category
6.04%
 

5-Year Return

NPNEX
18.07%
Category
9.20%
 

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Holdings: NPNEX

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Sector Weightings

SectorNPNEX
Healthcare   13.95%
Industrials   11.99%
Energy   8.49%
Technology   8.44%
Utilities   8.29%
Real Estate   3.96%

Recent News: NPNEX

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Research Reports: NPNEX

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