3 / 5 Stars
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 325 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 18.77 percent over the past year, 14.01 percent over the past three years, and 16.49 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.7%|
|3 Years (Annualized)||14.0%|
|5 Years (Annualized)||16.5%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its 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. 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 Value Fund has an expense ratio of 1.87 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.