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Morningstar

Neuberger Berman Intrinsic Value A NINAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 18.95  /  1.35 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.370%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 12%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis NINAX

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.

Capably contrarian.

Analyst

Summary

| by Paul Ruppe

The Neuberger Berman Small Cap Intrinsic Value strategy, including the Neuberger Berman Intrinsic Value fund and offshore vehicles, has an experienced team of independently minded investors that employ a unique approach. It earns Morningstar Analyst Ratings ranging from Silver to Neutral, depending on share class and vehicle fees.

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