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Neuberger Berman Large Cap Value Inv (NPRTX)

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Neuberger Berman Large Cap Value Inv

Neuberger Berman Equity Funds605 Third Ave 2nd FLNew York, NY 10158-0006
Management Information
Eli M. Salzmann,Lead Manager since December 15, 2011
Managing Director, joined the firm in 2011. Eli is a Senior Portfolio Manager specializing in U.S. Large Cap Value strategies. Prior to joining the firm, 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.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Value
Fund FamilyNeuberger Berman
Net Assets1.46B
YTD Return5.72%
Morningstar Rating★★
Inception DateJan 19, 1975

Fund Operations

Last Dividend0.07
Last Cap Gain0.00
Holdings Turnover126.00%
Average for CategoryN/A

Fees & Expenses

ExpenseNPRTXCategory Average
Annual Report Expense Ratio (net)0.90%1.04%
Prospectus Net Expense Ratio0.90%N/A
Prospectus Gross Expense Ratio0.90%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.19%
Max Deferred Sales LoadN/A1.77%
3 Yr Expense Projection287N/A
5 Yr Expense Projection498N/A
10 Yr Expense Projection1,108N/A