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Neuberger Berman Large Cap Growth Tr NBGTX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 26.14  /  0.04 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Limited
  • TTM Yield 0.08%
  • Turnover 35%

Morningstar’s Analysis NBGTX

Will NBGTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

An incline in People Pillar rating is the primary driver of Neuberger Berman Large Cap Growth Tr's upgrade to a Morningstar Medalist Rating of Silver from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings NBGTX

  • Current Portfolio Date
  • Equity Holdings 52
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 48.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
12.11
278,630,425
Technology
6.77
155,617,798
Consumer Cyclical
4.73
108,746,320
Communication Services

Fanatics Holdings Inc Class A

4.47
102,929,073
4.08
93,828,280
Communication Services
3.92
90,091,017
Technology
3.85
88,454,292
Technology
3.51
80,668,051
Technology
2.95
67,739,536
Healthcare
2.50
57,550,149
Technology