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Morningstar

Neuberger Berman Large Cap Growth A NGDAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return —  /  —
  • Total Assets —
  • Adj. Expense Ratio
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  • Expense Ratio —
  • Distribution Fee Level —
  • Share Class Type —
  • Category —
  • Investment Style —
  • Min. Initial Investment —
  • Status
  • TTM Yield —
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Morningstar’s Analysis NGDAX

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

People Pillar

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

Summary

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Strength in Neuberger Berman Large Cap Growth A's Process Pillaris partially offset by an Average People Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. 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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