4 / 5 Stars
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 330 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 18.10 percent over the past year, 10.82 percent over the past three years, and 4.85 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.5%|
|3 Years (Annualized)||10.8%|
|5 Years (Annualized)||4.8%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of net assets in common stocks 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. It seeks to reduce risk by diversifying among many companies and industries.
Fees are Low compared to funds in the same category.
Neuberger Berman Value Fund has an expense ratio of 1.87 percent.
Risk is Low compared to funds in the same category according to Morningstar.