4 / 5 Stars
5 5 5 3 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 25.67 percent over the past year, 16.63 percent over the past three years, and 18.28 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.8%|
|3 Years (Annualized)||16.6%|
|5 Years (Annualized)||18.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term total return. The fund invests in a concentrated portfolio, consisting mainly of common stocks of companies that are selected using a fundamental, bottom-up research approach. It may hold stocks of companies of any market capitalization and in any sector. Under normal market conditions, the fund typically will hold a limited number of stocks. Although the fund invests primarily in domestic stocks, it may also invest in stocks of foreign companies.
Fees are High compared to funds in the same category.
Neuberger Berman Multi-Cap Opportunities Fund has an expense ratio of 2.05 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.