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Neuberger Berman Large Cap Value Tr NBPTX

Quantitative rating as of
  • NAV / 1-Day Return 44.49  /  0.59 %
  • Total Assets 13.1 Bil
  • Adj. Expense Ratio
    0.960%
  • 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.

Summary

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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.

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