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Neuberger Berman Multi-Cap Opp I NMULX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 9.88  /  −0.70 %
  • Total Assets 258.0 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.14%
  • Turnover 14%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 10:17 PM GMT+0

Morningstar’s Analysis NMULX

Will NMULX outperform in future?

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

This remains a respectable all-cap stock fund, despite recent bumps in the road.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Neuberger Berman Multi-Cap Opportunities remains a pretty good multi-cap stock fund, despite some rough patches in the past few years. The fund maintains its Pillar scores of Above Average for both People and Process.

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Portfolio Holdings NMULX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 41.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.97 14.7 Mil
Technology

Alphabet Inc Class C

5.57 13.8 Mil
Communication Services

Berkshire Hathaway Inc Class B

4.94 12.2 Mil
Financial Services

Apple Inc

4.01 9.9 Mil
Technology

Amazon.com Inc

3.75 9.3 Mil
Consumer Cyclical

Brookfield Corp Registered Shs -A- Limited Vtg

3.65 9.0 Mil
Financial Services

JPMorgan Chase & Co

3.60 8.9 Mil
Financial Services

HCA Healthcare Inc

3.51 8.7 Mil
Healthcare

Motorola Solutions Inc

3.44 8.5 Mil
Technology

Graphic Packaging Holding Co

3.34 8.3 Mil
Consumer Cyclical