NGRDX – Neuberger Large Cap Growth R6 Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets in equity securities of large-capitalization companies, which it defines as those with a market capitalization within the market capitalization range of the Russell 1000® Growth Index at the time of purchase. The Portfolio Managers employ a research driven approach to stock selection, with a long term perspective that combines both quantitative analysis and qualitative judgment.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NGUAX	Neuberger Large Cap Growth Fund Investor Class	No Load	Limited			Jun 1, 1950	$2.09B	0.800%	Average	$1,000	−$169.37M
NBGTX	Neuberger Large Cap Growth Fund Trust Class	No Load	Limited			Aug 3, 1993	$45.05M	1.000%	Above Average	$0	−$9.08M
NBGUX	Neuberger Large Cap Growth Fund Advisor Class	No Load	Limited			Sep 3, 1996	$291,350.00	1.400%	High	$0	$41,139.28
NGDLX	Neuberger Large Cap Growth Fund I Class	Institutional	Open			May 27, 2009	$492.02M	0.650%	Average	$1M	−$50.41M
NGDAX	Neuberger Large Cap Growth Fund A Class	Front Load	Open			May 27, 2009	$30.52M	1.020%	Average	$1,000	−$2.19M
NGDCX	Neuberger Large Cap Growth Fund C class	Level Load	Open			May 27, 2009	$12.41M	1.760%	Above Average	$1,000	−$8.86M
NGRDX	Neuberger Large Cap Growth Fund R6 Class	Retirement, Large	Open			Mar 29, 2019	$21.04M	0.550%	Average	$0	$238,443.60
NGDRX	Neuberger Large Cap Growth Fund R3 Class	Retirement, Medium	Open			May 27, 2009	$1.03M	1.300%	High	$0	−$509,264.02

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