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    Neuberger Berman Large Cap Value Inv (NPRTX)

    28.83 Down 0.45(1.54%) Jan 28
    Prev Close:28.83
    YTD Return*:11.02%
    Net Assets*:1.72B
    Yield*:0.84%

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    JPM4.890.50
    AAL3.940.52
    CCL3.720.62
    UAL3.50-0.82
    CSCO3.42-0.05

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.72B
    Category:Large Value
    Annual Report Expense Ratio (net):0.85%

    Performance & Risk

    YTD Return:11.02%
    5y Avg Return:11.80%
    Rank in Category (ytd):43
    % Rank in Category (ytd):3.33%
    Beta (3y):0.95
    Morningstar Risk Rating:4

    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. The Portfolio Manager seeks to identify companies with catalysts that he believes have the potential to improve the companies' earnings from depressed levels. The fund may also invest in stocks of foreign companies. View More
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