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Morningstar

Neuberger Berman Large Cap Value Instl NBPIX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 45.78  /  +1.06 %
  • Total Assets 9.1 Bil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 2.42%
  • Turnover 81%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:04 AM GMT+0

Morningstar’s Analysis NBPIX

Will NBPIX 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 NBPIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NBPIX 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 NBPIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Neuberger Berman Large Cap Value Instl’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NBPIX

More NBPIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Procter & Gamble Co

4.28 426.7 Mil
Consumer Defensive

Merck & Co Inc

3.78 376.3 Mil
Healthcare

Johnson & Johnson

3.51 349.9 Mil
Healthcare

Exxon Mobil Corp

3.36 334.4 Mil
Energy

Duke Energy Corp

3.34 332.6 Mil
Utilities

JPMorgan Chase & Co

3.01 299.3 Mil
Financial Services

Walmart Inc

2.93 291.7 Mil
Consumer Defensive

PNC Financial Services Group Inc

2.85 284.2 Mil
Financial Services

Sempra

2.83 281.6 Mil
Utilities

DTE Energy Co

2.76 274.9 Mil
Utilities