Neuberger Berman Multi-Cap Opportunities has come back strong after a tough stretch in 2020, adding to our confidence in its process. The fund maintains a Morningstar Analyst Rating of Silver for the Institutional shares, Bronze for the A shares, and Neutral for the pricier C shares.
Neuberger Berman Multi-Cap Opp Inst NMULX
NAV / 1-Day Return
13.97
/
0.64
%
Total Assets
398.7 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.820%
Expense Ratio
0.820%
Fee Level
Above Average
Longest Manager Tenure
12.10
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
1,000,000
Status
Open
TTM Yield
0.31%
Turnover
15%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
This remains a solid core stock fund.
