Despite a rough 2020, Neuberger Berman Multi-Cap Opportunities retains its long-term appeal thanks to its veteran manager and solid process based on cash flow analysis. The cheap Institutional shares earn a Morningstar Analyst Rating of Silver, while the A shares maintain their Bronze rating and the pricier C shares earn a Neutral rating.
Will NMUCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NMUCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the NMUCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of NMUCX’s parent organization’s priorities and whether they’re in line with investors’ interests.