Nasdaq - Delayed Quote
USD
Neuberger Large Cap Value Instl (NBPIX)
61.91
-0.73
(-1.17%)
As of 8:10:20 AM EST. Market Open.
Top 10 Holdings (29.12% of Total Assets)
Sector Weightings
Sector
NBPIX
Financial Services
18.29%
Healthcare
15.04%
Industrials
13.20%
Technology
12.11%
Basic Materials
11.26%
Energy
9.97%
Consumer Cyclical
8.23%
Consumer Defensive
5.21%
Communication Services
3.77%
Utilities
1.93%
Real Estate
1.00%
Overall Portfolio Composition (%)
| Cash | 5.45% |
| Stocks | 94.55% |
|---|---|
| Bonds | 0.00% |
| Others | 0.00% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
|---|---|
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | NBPIX | Category Average |
|---|---|---|
|
Price/Earnings
|
0.04 | 0.06 |
|
Price/Book
|
0.3 | 0.41 |
|
Price/Sales
|
0.38 | 0.59 |
|
Price/Cashflow
|
0.06 | 0.09 |
|
Median Market Cap
|
193,064.45 | 115,065.59 |
|
3 Year Earnings Growth
|
3.69 | 17.22 |
Bond Holdings
Bond Holdings Information Not Available
Performance & Risk
| YTD Return | 21.70% |
| 5y Average Return | 9.90% |
| Rank in Category (ytd) | 7 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.56 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | Neuberger Berman Group LLC |
| Net Assets | 10.07B |
| YTD Return | 19.72% |
| Yield | 1.38% |
| Morningstar Rating | |
| Inception Date | Aug 30, 1993 |
Fund Summary
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.
