A strong management team and sound investment process underpin Neuberger Berman Large Cap Value Tr's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 44.49 / 0.59 %
- Total Assets 13.1 Bil
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Adj. Expense Ratio
- Expense Ratio 0.960%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 0
- Status Limited
- TTM Yield 1.36%
- Turnover 82%
Morningstar’s Analysis NBPTX
Will NBPTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.