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Morningstar

Neuberger Berman Large Cap Value Instl NBPIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 44.37  /  0.59 %
  • Total Assets 13.1 Bil
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.610%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.71%
  • Turnover 82%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

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.

Summary

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A strong management team and sound investment process underpin Neuberger Berman Large Cap Value Instl's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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