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Morningstar

Neuberger Berman Large Cap Growth Inv NGUAX

Morningstar Analyst Rating
Quantitative rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 21.06  /  1.50 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 0.00
  • Turnover 32%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis NGUAX

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

People Pillar

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

Summary

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Neuberger Berman Large Cap Growth Inv’s strong process and parent firm are the foundation for this strategy's Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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