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Morningstar

Neuberger Berman Large Cap Growth Inst NGDLX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 23.12  /  0.43 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield —
  • Turnover 32%

USD | NAV as of Oct 02, 2023 | 1-Day Return as of Oct 02, 2023, 10:16 PM GMT+0

Morningstar’s Analysis NGDLX

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

People Pillar

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

Neuberger Berman Large Cap Growth Inst’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NGDLX

More NGDLX 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