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Neuberger Berman Large Cap Growth Adv NBGUX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 26.28  /  +2.46 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.340%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Limited
  • TTM Yield
  • Turnover 35%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:17 PM GMT+0

Morningstar’s Analysis NBGUX

Will NBGUX outperform in future?

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

Neuberger Berman Large Cap Growth Adv's recent People Pillar rating upgrade outweighs the negative impact of its fee hike, resulting in an increase in its Morningstar Medalist Rating to Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research


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

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Portfolio Holdings NBGUX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 48.9
Top 10 Holdings
% Portfolio Weight
Market Value USD

Microsoft Corp

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Technology Inc

6.77 155.6 Mil
Consumer Cyclical

Alphabet Inc Class A

4.73 108.7 Mil
Communication Services

Fanatics Holdings Inc Class A

4.47 102.9 Mil

Meta Platforms Inc Class A

4.08 93.8 Mil
Communication Services

Apple Inc

3.92 90.1 Mil


3.85 88.5 Mil

Salesforce Inc

3.51 80.7 Mil

UnitedHealth Group Inc

2.95 67.7 Mil

Intuit Inc

2.50 57.6 Mil