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Morningstar

Neuberger Berman Large Cap Growth Adv NBGUX

Morningstar Analyst Rating
Quantitative rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 20.92  /  2.50 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.00
  • Turnover 32%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis NBGUX

Will NBGUX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NBGUX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NBGUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of NBGUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in Neuberger Berman Large Cap Growth Adv's Process Pillaris partially offset by an Average People Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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