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.
Neuberger Berman Multi-Cap Opp C NMUCX
- NAV / 1-Day Return 9.28 / +1.42 %
- Total Assets 244.0 Mil
-
Adj. Expense Ratio
- 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 5.97 | 14.7 Mil | Technology |
Alphabet Inc Class C | 5.57 | 13.8 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 4.94 | 12.2 Mil | Financial Services |
Apple Inc | 4.01 | 9.9 Mil | Technology |
Amazon.com Inc | 3.75 | 9.3 Mil | Consumer Cyclical |
Brookfield Corp Registered Shs -A- Limited Vtg | 3.65 | 9.0 Mil | Financial Services |
JPMorgan Chase & Co | 3.60 | 8.9 Mil | Financial Services |
HCA Healthcare Inc | 3.51 | 8.7 Mil | Healthcare |
Motorola Solutions Inc | 3.44 | 8.5 Mil | Technology |
Graphic Packaging Holding Co | 3.34 | 8.3 Mil | Consumer Cyclical |