Nasdaq - Delayed Quote
USD
Neuberger Large Cap Growth Inv (NGUAX)
30.93
-0.13
(-0.42%)
At close: 8:07:14 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.58% |
|---|---|
| 5y Average Return | 8.88% |
| Number of Years Up | 56 |
| Number of Years Down | 19 |
| Best 1Y Total Return (Oct 30, 2026) | 38.92% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 38.92% |
| Worst 3Y Total Return | 4.35% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NGUAX
Category
- YTD
- 9.02%
- 0.00%
- 1-Month
- 1.54%
- 0.00%
- 3-Month
- 3.09%
- 0.00%
- 1-Year
- 9.52%
- 0.00%
- 3-Year
- 20.61%
- 0.00%
- 5-Year
- 11.30%
- 0.00%
- 10-Year
- 16.08%
- 0.00%
- Last Bull Market
- 16.88%
- 0.00%
- Last Bear Market
- -15.75%
- 0.00%
Annual Total Return (%) History
Year
NGUAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-8.55% | 15.65% | 3.09% | -- |
|
2025
|
-8.22% | 16.57% | 6.53% | 0.46% |
|
2024
|
9.57% | 4.13% | 4.21% | 4.04% |
|
2023
|
13.15% | 8.71% | -2.71% | 13.62% |
|
2022
|
-8.45% | -15.75% | -4.66% | 2.89% |
|
2021
|
4.12% | 11.91% | 1.86% | 7.51% |
|
2020
|
-14.74% | 25.19% | 13.11% | 11.47% |
|
2019
|
14.66% | 5.77% | 3.60% | 8.74% |
|
2018
|
-0.29% | 4.47% | 7.46% | -16.86% |
|
2017
|
6.63% | 5.34% | 4.17% | 7.00% |
Rank in Category (By Total Return)
| YTD | 51 |
| 1-Month | 50 |
|---|---|
| 3-Month | 28 |
| 1-Year | 54 |
| 3-Year | 74 |
| 5-Year | 46 |
Load Adjusted Returns
| 1-Year | 9.52% |
| 3-Year | 20.61% |
|---|---|
| 5-Year | 11.30% |
| 10-Year | 16.08% |
Performance & Risk
| YTD Return | 4.58% |
| 5y Average Return | 8.88% |
| Rank in Category (ytd) | 51 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Neuberger Berman Group LLC |
| Net Assets | 2.64B |
| YTD Return | 9.02% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Mar 29, 2019 |
Fund Summary
The fund normally invests at least 80% of its net assets in equity securities of large-capitalization companies, which it defines as those with a market capitalization within the market capitalization range of the Russell 1000® Growth Index at the time of purchase. The Portfolio Managers employ a research driven approach to stock selection, with a long term perspective that combines both quantitative analysis and qualitative judgment.
