Morningstar

Neuberger Large Cap Growth Fund R3 Class NGDRX

Morningstar Medalist Rating
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Medalist Rating as of See Neuberger Investment Hub
  • NAV / 1-Day Return $31.26  /  −0.38 %
  • Fund Size $2.6B
  • Adjusted Expense Ratio 1.300%
  • Net Expense Ratio 1.300%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 30%
NAV and 1-Day Return as of

Morningstar’s Analysis NGDRX

Will NGDRX outperform in the 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 NGDRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Neuberger Large Cap Growth R3 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings NGDRX

More NGDRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.07 292M
Technology

Alphabet Inc Class A

8.92 236M
Communication Services

Meta Platforms Inc Class A

5.78 153M
Communication Services

Microsoft Corp

5.31 140M
Technology

Fanatics Holdings

4.82 127M
—

Broadcom Inc

4.53 120M
Technology

Apple Inc

4.09 108M
Technology

Amazon.com Inc

3.78 100M
Consumer Cyclical

ASML Holding NV ADR

3.27 86M
Technology

Eli Lilly and Co

3.10 82M
Healthcare

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