Experienced hands support Neuberger Berman Multi-Cap Opportunities, but some execution missteps drop the strategy’s Process Pillar rating to Average from Above Average. Even so, this is a decent, large-blend fund at the right price.
Neuberger Multi-Cap Opportunities Fund I Class NMULX
- NAV / 1-Day Return 12.35 / +0.16 %
- Total Assets 249.0M
-
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 Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 8:27 PM 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 36.4
|
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