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Morningstar

Neuberger Berman M/C Intrinsic Val C NBRCX

Morningstar Analyst Rating
Quantitative rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 24.86  /  1.04 %
  • Total Assets 57.1 Mil
  • Adj. Expense Ratio
    1.960%
  • Expense Ratio 1.960%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.06%
  • Turnover 22%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis NBRCX

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

People Pillar

The People Pillar is our evaluation of the NBRCX 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 NBRCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Neuberger Berman M/C Intrinsic Val C boasts strong Process and People Pillar ratings, but other weaknesses hold this strategy's Morningstar Quantitative Rating at Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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