Despite its recent struggles, Neuberger Berman Multi-Cap Opportunities remains a solid fund with numerous positive features. The fund still earns a Morningstar Analyst Rating of Silver for the institutional shares, Bronze for the A shares, and Neutral for the pricier C shares.
- NAV / 1-Day Return 9.69 / 0.83 %
- Total Assets 254.3 Mil
-
Adj. Expense Ratio
1.190%
- Expense Ratio 1.190%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.03%
- Turnover 16%
Morningstar’s Analysis NMUAX
Will NMUAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Mar 31, 2023
- Equity Holdings 46
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 39.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector