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Morningstar

Neuberger Berman Large Cap Growth C NGDCX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 21.81  /  0.41 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    1.800%
  • Expense Ratio 1.800%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 32%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:21 PM GMT+0

Morningstar’s Analysis NGDCX

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

People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NGDCX

More NGDCX Holdings
  • Current Portfolio Date
  • Equity Holdings 54
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 46.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

11.12
229,699,452
Technology

Amazon.com Inc

5.53
114,359,916
Consumer Cyclical

Fanatics Holdings Inc Class A

5.09
105,226,192
—

Apple Inc

4.44
91,786,331
Technology

NVIDIA Corp

4.18
86,353,482
Technology

Alphabet Inc Class A

4.13
85,241,467
Communication Services

Meta Platforms Inc Class A

3.58
74,054,462
Communication Services

UnitedHealth Group Inc

3.07
63,437,087
Healthcare

Salesforce Inc

3.04
62,901,727
Technology

Visa Inc Class A

2.32
47,967,300
Financial Services