Veteran value investors ready to take corporate engagement to the next level earn Neuberger Berman Intrinsic Value's cheapest share classes a Morningstar Analyst Rating of Silver, while pricier shares get Bronze.
Neuberger Berman Intrinsic Value A NINAX
NAV / 1-Day Return
23.17
/
2.61
%
Total Assets
1.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.370%
Expense Ratio
1.370%
Fee Level
Above Average
Longest Manager Tenure
11.12
years
Category
Small Blend
Investment Style
Small BlendMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
19%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will NINAX 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 NINAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the NINAX 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 NINAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A strategy with an intriguing activist streak.
