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    Neuberger Berman Large Cap Value Inv (NPRTX)

    26.29 Up 0.05(0.19%) May 27

    Profile as of Apr 29, 2016Get Profile for:
    Neuberger Berman Large Cap Value Inv
    Neuberger Berman Equity Funds605 Third Ave 2nd FLNew York, NY 10158-0006
    Map
    Phone: 800-877-9700
    Fund Overview 
    Category:Large Value
    Fund Family:Neuberger Berman
    Net Assets:1.34B
    Year-to-Date Return:10.89%
    Yield:1.08%
    Morningstar Rating:1 stars
    Fund Inception Date:Jan 20, 1975
    Morningstar Style Box 
    Large Value
    [View Category Definition]
    View Top Large Value Funds
    About the Morningstar Style Box
    Management Information 
    Eli M. Salzmann
    Lead Manager since Dec 16, 2011
    Eli M. Salzmann, Managing Director, joined the Neuberger Berman LLC in 2011. Eli is a Portfolio Manager specializing in U.S. Large Cap Value strategies. Prior to joining Neuberger Berman LLC, Eli spent nearly 14 years at Lord Abbett & Co LLC as a portfolio manager, partner, and director of large cap value. Prior to that, Eli worked at Mutual of America as a portfolio manager/analyst and held several positions at PaineWebber, Inc. Eli received an MBA from New York University and a BA from Princeton University.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:1,000
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:100
    NPRTX can be purchased from 103 brokerages.

    Fund Summary 
    The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets in equity securities of large-capitalization companies, which it 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 Manager looks for what he believes to be well-managed companies whose stock prices are undervalued and seeks to identify companies with catalysts that the Portfolio Manager believes have the potential to improve the companies' earnings from depressed levels. It may also invest in stocks of foreign companies.

    Fund Operations 
    Last Dividend (Dec 16, 2015) : 0.00
    Last Cap Gain : 0.00
    Annual Holdings Turnover (May 26, 2016) : 153.00%
    Average for Category:44.39%
    Fees & Expenses 
    ExpenseNPRTXCategory Avg
    Annual Report Expense Ratio (net):0.86%1.10%
    Prospectus Net Expense Ratio:0.87%N/A
    Prospectus Gross Expense Ratio:0.87%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.37%
    Max Deferred Sales Load: N/A2.03%
    3 Yr Expense Projection*:278516
    5 Yr Expense Projection*:482780
    10 Yr Expense Projection*:1,0731,579
    * Per $10,000 invested