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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#229 in Large Value
U.S. News evaluated 329 Large Value 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 22.67 percent over the past year, 9.40 percent over the past three years, 21.61 percent over the past five years, and 6.99 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||3.1%|
|3 Years (Annualized)||9.4%|
|5 Years (Annualized)||21.6%|
|10 Years (Annualized)||7.0%|
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.
Fees are Low compared to funds in the same category.
Neuberger Berman Large Cap Value Fund has an expense ratio of 1.11 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.