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Neuberger Berman Multi-Cap Opp C NMUCX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 9.08  /  −0.22 %
  • Total Assets 248.8 Mil
  • Adj. Expense Ratio
    1.990%
  • Expense Ratio 1.990%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 14%

USD | NAV as of Jun 20, 2024 | 1-Day Return as of Jun 20, 2024, 10:18 PM GMT+0

Morningstar’s Analysis NMUCX

Will NMUCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This remains a respectable all-cap stock fund, despite recent bumps in the road.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Neuberger Berman Multi-Cap Opportunities remains a pretty good multi-cap stock fund, despite some rough patches in the past few years. The fund maintains its Pillar scores of Above Average for both People and Process.

Rated on Published on

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Portfolio Holdings NMUCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 42.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.98 15.1 Mil
Technology

Berkshire Hathaway Inc Class B

5.64 14.3 Mil
Financial Services

Alphabet Inc Class C

4.93 12.5 Mil
Communication Services

Graphic Packaging Holding Co

3.91 9.9 Mil
Consumer Cyclical

JPMorgan Chase & Co

3.87 9.8 Mil
Financial Services

Amazon.com Inc

3.84 9.7 Mil
Consumer Cyclical

HCA Healthcare Inc

3.82 9.7 Mil
Healthcare

Brookfield Corp Registered Shs -A- Limited Vtg

3.77 9.5 Mil
Financial Services

Apple Inc

3.46 8.8 Mil
Technology

US Foods Holding Corp

3.26 8.3 Mil
Consumer Defensive