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Neuberger Large Cap Value Instl (NBPIX)

61.91 -0.73 (-1.17%)
As of 8:10:20 AM EST. Market Open.
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  • Previous Close 62.64
  • YTD Return 19.72%
  • Expense Ratio 0.60%
  • Category Large Value
  • Last Cap Gain 20.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 10.07B
  • Beta (5Y Monthly) 0.56
  • Yield 1.38%
  • 5y Average Return --
  • Holdings Turnover 106.00%
  • Last Dividend 0.87
  • Inception Date Aug 30, 1993

The fund normally invests at least 80% of its net assets in equity securities of large-capitalization companies, which the portfolio managers 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 Managers look for what they believe to be well-managed companies whose stock prices are undervalued. Although the fund invests primarily in domestic stocks, it may also invest in stocks of foreign companies.

Neuberger Berman Group LLC

Fund Family

Large Value

Fund Category

10.07B

Net Assets

1993-08-30

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Large Value.

YTD Return

NBPIX
19.72%
Category
4.44%

1-Year Return

NBPIX
27.12%
Category
14.37%

3-Year Return

NBPIX
18.61%
Category
6.04%

5-Year Return

NBPIX
10.50%
Category
9.20%

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