Neuberger Berman Value Fund

Scorecard
3 / 5 Stars
Lipper
4 3 5 3 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
A+ (Buy)

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.

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Performance

The fund has returned 21.25 percent over the past year, 13.88 percent over the past three years, and 18.51 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 2.8%
1 Year 21.2%
3 Years (Annualized) 13.9%
5 Years (Annualized) 18.5%
10 Years (Annualized) N/A

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Summary

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

Fees are Low compared to funds in the same category.
Neuberger Berman Value Fund has an expense ratio of 1.87 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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