Morningstar

Neuberger Large Cap Value Fund I Class NBPIX

Morningstar Medalist Rating
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Medalist Rating as of See Neuberger Investment Hub
  • NAV / 1-Day Return $62.54  /  +0.21 %
  • Fund Size $10.3B
  • Adjusted Expense Ratio 0.600%
  • Net Expense Ratio 0.600%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.38%
  • Turnover Ratio 106%
NAV and 1-Day Return as of

Morningstar’s Analysis NBPIX

Will NBPIX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Neuberger Large Cap Value Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings NBPIX

More NBPIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Mm Gvmxx

5.45 553M
Cash and Equivalents

Intel Corp

4.69 476M
Technology

ExxonMobil Holdings Corp

3.52 357M
Energy

Amazon.com Inc

3.31 336M
Consumer Cyclical

Southern Copper Corp

2.96 300M
Basic Materials

JPMorgan Chase & Co

2.88 292M
Financial Services

Johnson & Johnson

2.80 284M
Healthcare

Boeing Co

2.68 272M
Industrials

Micron Technology Inc

2.31 235M
Technology

UnitedHealth Group Inc

2.03 206M
Healthcare

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