Neuberger Multi-Cap Opportunities benefits from an experienced team that merits an Above Average People rating, but its mixed execution of an otherwise decent approach warrants an Average Process rating.
Neuberger Multi-Cap Opportunities Fund C Class NMUCX
- NAV / 1-Day Return 11.21 / −1.15 %
- Total Assets 247.9M
-
Adj. Expense Ratio
2.000%
- Expense Ratio 2.000%
- 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 0.00
- Turnover 36%
USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis NMUCX
Will NMUCX outperform in the 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 40.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class C | 5.35 | 13M | Communication Services |
NVIDIA Corp | 5.03 | 12M | Technology |
Berkshire Hathaway Inc Class B | 4.23 | 10M | Financial Services |
Apple Inc | 3.93 | 9M | Technology |
Microsoft Corp | 3.61 | 9M | Technology |
Brookfield Corp Registered Shs -A- Limited Vtg | 3.60 | 8M | Financial Services |
General Motors Co | 3.03 | 7M | Consumer Cyclical |
US Foods Holding Corp | 2.74 | 6M | Consumer Defensive |
Intercontinental Exchange Inc | 2.47 | 6M | Financial Services |
Morgan Stanley | 2.44 | 6M | Financial Services |
United States