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Morningstar

Neuberger Berman M/C Intrinsic Val Inv NBRVX

Morningstar Analyst Rating
Quantitative rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 25.40  /  1.01 %
  • Total Assets 58.3 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 1.450%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 0.90%
  • Turnover 22%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis NBRVX

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

People Pillar

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

Summary

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A sound investment process and strong management team underpin Neuberger Berman M/C Intrinsic Val Inv'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 highest quintile among peers.

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