Neuberger Mid Cap Intrinsic Value Fund Investor Class NBRVX
Strategy
The investment seeks growth of capital. To pursue its goal, the fund normally invests at least 80% of its net assets in equity securities of mid-capitalization companies, which the adviser defines as those with a total market capitalization within the market capitalization range of the Russell Midcap® Value Index at the time of purchase. The fund's strategy consists of using a bottom-up, fundamental research driven approach to identify stocks of companies that are trading below the Portfolio Managers' estimate of their intrinsic value and that they believe have the potential for appreciation over time.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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NBRVX
| Neuberger Mid Cap Intrinsic Value Fund Investor Class | No Load | Limited | $28.71M | 1.500% | High | $1,000 | −$4.65M | |||
NBREX
| Neuberger Mid Cap Intrinsic Value Fund Trust Class | No Load | Limited | $6.35M | 1.250% | High | $0 | −$699,561.76 | |||
NBRTX
| Neuberger Mid Cap Intrinsic Value Fund I Class | Institutional | Open | $15.32M | 0.850% | Average | $1M | −$1.12M | |||
NBRAX
| Neuberger Mid Cap Intrinsic Value Fund A Class | Front Load | Open | $1.62M | 1.210% | Above Average | $1,000 | $208,642.39 | |||
NBRCX
| Neuberger Mid Cap Intrinsic Value Fund C Class | Level Load | Open | $652,717.00 | 1.960% | Above Average | $1,000 | −$359,214.36 | |||
NBMRX
| Neuberger Mid Cap Intrinsic Value Fund R6 class | Retirement, Large | Open | $10,930.00 | 0.750% | Average | $0 | −$1,900.43 | |||
NBRRX
| Neuberger Mid Cap Intrinsic Value Fund R3 Class | Retirement, Medium | Open | $332,442.00 | 1.460% | High | $0 | −$217,395.73 |
United States