Morningstar

Neuberger Berman International Eq Inv NIQVX

Morningstar Medalist Rating
Medalist Rating as of | See Neuberger Berman Investment Hub
  • NAV / 1-Day Return 14.00  /  −0.64 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.220%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.64%
  • Turnover 41%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:25 PM GMT+0

Morningstar’s Analysis NIQVX

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

  • People Pillar

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

Not beholden to a rigid style-box placement.

null Gregg Wolper

Gregg Wolper

Summary

Although this strategy won’t fit neatly into a strict style-box allocation, Neuberger Berman International Equity’s experienced team provides a thoughtful approach that stands out from most rivals.

by Gregg Wolper
Rated on Published on

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Portfolio Holdings NIQVX

More NIQVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

3.02 33.7 Mil
Technology

Novo Nordisk AS Class B

2.56 28.6 Mil
Healthcare

AstraZeneca PLC

2.38 26.5 Mil
Healthcare

Hitachi Ltd

2.04 22.8 Mil
Industrials

Unilever PLC

1.92 21.5 Mil
Consumer Defensive

London Stock Exchange Group PLC

1.86 20.8 Mil
Financial Services

Experian PLC

1.79 20.0 Mil
Industrials

Oracle Corp Japan

1.63 18.2 Mil
Technology

Resona Holdings Inc

1.56 17.4 Mil
Financial Services

BAE Systems PLC

1.55 17.4 Mil
Industrials

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