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Morningstar

Neuberger Berman M/C Intrinsic Val A NBRAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 24.67  /  1.08 %
  • Total Assets 56.0 Mil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.58%
  • Turnover 22%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis NBRAX

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

People Pillar

The People Pillar is our evaluation of the NBRAX 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 NBRAX’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 M/C Intrinsic Val A'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-highest quintile among peers.

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