Morningstar

Neuberger Multi-Cap Opportunities Fund E Class NMUEX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Neuberger Investment Hub
  • NAV / 1-Day Return $12.33  /  −0.96 %
  • Fund Size $238.8M
  • Adjusted Expense Ratio 0.130%
  • Net Expense Ratio 0.130%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.52%
  • Turnover Ratio 36%
NAV and 1-Day Return as of

Morningstar’s Analysis NMUEX

Will NMUEX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NMUEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NMUEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NMUEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An experienced team in a rut.

Analyst David Carey

David Carey

Analyst

Summary

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.

by David Carey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NMUEX

More NMUEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.14 17M
Technology

Microsoft Corp

6.10 15M
Technology

Apple Inc

5.70 14M
Technology

Alphabet Inc Class C

5.69 14M
Communication Services

Berkshire Hathaway Inc Class B

4.57 11M
Financial Services

General Motors Co

3.12 7M
Consumer Cyclical

Brookfield Corp Registered Shs -A- Limited Vtg

3.00 7M
Financial Services

Broadcom Inc

2.86 7M
Technology

Amazon.com Inc

2.81 7M
Consumer Cyclical

US Foods Holding Corp

2.73 7M
Consumer Defensive

Sponsor Center