Morningstar

Neuberger Berman Large Cap Growth Inv NGUAX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 29.36  /  +0.03 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 0.17%
  • Turnover 35%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:24 PM GMT+0

Morningstar’s Analysis NGUAX

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

  • People Pillar

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

A sound investment process and strong management team underpin Neuberger Berman Large Cap Growth Inv's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NGUAX

More NGUAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

11.11 279.2 Mil
Technology

Amazon.com Inc

7.12 178.8 Mil
Consumer Cyclical

NVIDIA Corp

6.79 170.6 Mil
Technology

Apple Inc

5.56 139.6 Mil
Technology

Meta Platforms Inc Class A

5.38 135.1 Mil
Communication Services

Fanatics Holdings Inc Class A

3.96 99.6 Mil
—

Alphabet Inc Class A

3.82 96.0 Mil
Communication Services

Broadcom Inc

3.37 84.6 Mil
Technology

Salesforce Inc

2.38 59.8 Mil
Technology

Netflix Inc

2.38 59.7 Mil
Communication Services

Sponsor Center