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Neuberger Berman Large Cap Value R3 NPNRX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub
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Morningstar’s Analysis NPNRX

Will NPNRX 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 NPNRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NPNRX 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 NPNRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Neuberger Berman Large Cap Value R3's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings NPNRX

More NPNRX Holdings
  • Current Portfolio Date
  • Equity Holdings 70
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 34.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Johnson & Johnson

4.65
584,861,444
Healthcare

Procter & Gamble Co

4.44
557,657,853
Consumer Defensive

Berkshire Hathaway Inc Class B

3.97
498,640,890
Financial Services

Ssc Government Mm Gvmxx

3.57
448,349,376
Cash and Equivalents

Merck & Co Inc

3.53
443,086,407
Healthcare

JPMorgan Chase & Co

3.45
434,238,463
Financial Services

Exxon Mobil Corp

3.42
430,137,922
Energy

Walmart Inc

2.74
344,311,435
Consumer Defensive

Duke Energy Corp

2.69
338,415,553
Utilities

Chevron Corp

2.56
322,329,902
Energy