Morningstar

Neuberger Multi-Cap Opportunities Fund I Class NMULX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Investment Hub
  • NAV / 1-Day Return 12.34  /  +0.98 %
  • Total Assets 242.9M
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.02%
  • Turnover 36%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis NMULX

Will NMULX 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 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.

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

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Portfolio Holdings NMULX

More NMULX Holdings
  • 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

6.13 15M
Communication Services

NVIDIA Corp

5.90 15M
Technology

Berkshire Hathaway Inc Class B

4.55 11M
Financial Services

Apple Inc

4.50 11M
Technology

US Foods Holding Corp

3.51 9M
Consumer Defensive

Microsoft Corp

3.46 9M
Technology

Brookfield Corp Registered Shs -A- Limited Vtg

3.39 8M
Financial Services

General Motors Co

2.99 7M
Consumer Cyclical

Broadcom Inc

2.97 7M
Technology

Aramark

2.96 7M
Industrials

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