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Neuberger Berman Multi-Cap Opp I NMULX

Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 9.60  /  +1.05 %
  • Total Assets 250.4 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 0.15%
  • Turnover 14%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 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 42.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.79 13.5 Mil
Technology

Berkshire Hathaway Inc Class B

5.18 12.1 Mil
Financial Services

Alphabet Inc Class C

4.94 11.6 Mil
Communication Services

Apple Inc

4.21 9.8 Mil
Technology

Brookfield Corp Registered Shs -A- Limited Vtg

3.91 9.1 Mil
Financial Services

HCA Healthcare Inc

3.70 8.7 Mil
Healthcare

Graphic Packaging Holding Co

3.58 8.4 Mil
Consumer Cyclical

CSX Corp

3.57 8.4 Mil
Industrials

JPMorgan Chase & Co

3.56 8.3 Mil
Financial Services

Amazon.com Inc

3.51 8.2 Mil
Consumer Cyclical