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Neuberger Berman Large Cap Value Instl (NBPIX)

48.38
+0.53
+(1.11%)
At close: 8:01 PM EST
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DELL
  • Previous Close 47.85
  • YTD Return 14.22%
  • Expense Ratio 0.60%
  • Category Large Value
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 9.03B
  • Beta (5Y Monthly) 0.66
  • Yield 2.25%
  • 5y Average Return --
  • Holdings Turnover 81.00%
  • Last Dividend 1.06
  • Inception Date Aug 30, 1993

The fund normally invests at least 80% of its net assets in equity securities of large-capitalization companies, which the portfolio managers defines as those with a market capitalization within the market capitalization range of the Russell 1000? Value Index at the time of purchase. The Portfolio Managers look for what they believe to be well-managed companies whose stock prices are undervalued. Although the fund invests primarily in domestic stocks, it may also invest in stocks of foreign companies.

Neuberger Berman

Fund Family

Large Value

Fund Category

9.03B

Net Assets

1993-08-30

Inception Date

Performance Overview: NBPIX

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Trailing returns as of 11/20/2024. Category is Large Value.

YTD Return

NBPIX
14.22%
Category
4.44%
?

1-Year Return

NBPIX
21.26%
Category
14.37%
?

3-Year Return

NBPIX
3.87%
Category
6.04%
?

5-Year Return

NBPIX
11.58%
Category
9.20%
?

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Holdings: NBPIX

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Top 10 Holdings (29.83% of Total Assets)

SymbolCompany% Assets
JNJ
Johnson & Johnson 4.01%
XOM
Exxon Mobil Corporation 3.91%
BRK-B
Berkshire Hathaway Inc. 3.11%
DHR
Danaher Corporation 2.84%
PNC
The PNC Financial Services Group, Inc. 2.82%
PG
The Procter & Gamble Company 2.81%
PFE
Pfizer Inc. 2.71%
DUK
Duke Energy Corporation 2.64%
WMT
Walmart Inc. 2.55%
JPM
JPMorgan Chase & Co. 2.42%

Sector Weightings

Recent News: NBPIX

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Research Reports: NBPIX

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