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Morningstar

Neuberger Berman Multi-Cap Opp Inst NMULX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 9.69  /  0.62 %
  • Total Assets 274.1 Mil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.30%
  • Turnover 16%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis NMULX

Will NMULX outperform in 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 NMULX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NMULX 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 NMULX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A recent slump hasn't negated this fund's virtues.

Senior Analyst

Summary

| by David Kathman

Despite its recent struggles, Neuberger Berman Multi-Cap Opportunities remains a solid fund with numerous positive features. The fund still earns a Morningstar Analyst Rating of Silver for the institutional shares, Bronze for the A shares, and Neutral for the pricier C shares.

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