Nasdaq - Delayed Quote
USD
Neuberger Large Cap Value Inv (NPRTX)
61.76
-0.10
(-0.16%)
At close: 8:07:14 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 21.56% |
|---|---|
| 5y Average Return | 9.74% |
| Number of Years Up | 40 |
| Number of Years Down | 10 |
| Best 1Y Total Return (Oct 30, 2026) | 31.39% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 31.39% |
| Worst 3Y Total Return | 2.49% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NPRTX
Category
- YTD
- 19.59%
- 4.44%
- 1-Month
- -3.44%
- -4.04%
- 3-Month
- 0.23%
- 4.09%
- 1-Year
- 26.95%
- 14.37%
- 3-Year
- 18.44%
- 6.04%
- 5-Year
- 10.34%
- 9.20%
- 10-Year
- 13.18%
- 8.57%
- Last Bull Market
- 33.51%
- 22.97%
- Last Bear Market
- -12.62%
- -11.27%
Annual Total Return (%) History
Year
NPRTX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
6.41% | 12.13% | 0.23% | -- |
|
2025
|
3.92% | 2.83% | 6.38% | 6.16% |
|
2024
|
6.29% | -0.09% | 9.12% | -4.26% |
|
2023
|
-0.72% | -0.37% | -4.27% | 3.77% |
|
2022
|
4.78% | -12.62% | -5.79% | 14.51% |
|
2021
|
18.44% | 3.46% | -0.67% | 5.26% |
|
2020
|
-26.83% | 20.26% | 1.13% | 28.65% |
|
2019
|
10.00% | 4.26% | 0.84% | 7.16% |
|
2018
|
-3.39% | 2.55% | 6.21% | -5.85% |
|
2017
|
1.61% | 2.86% | 3.26% | 5.07% |
Rank in Category (By Total Return)
| YTD | 7 |
| 1-Month | 40 |
|---|---|
| 3-Month | 57 |
| 1-Year | 4 |
| 3-Year | 38 |
| 5-Year | 63 |
Load Adjusted Returns
| 1-Year | 26.95% |
| 3-Year | 18.44% |
|---|---|
| 5-Year | 10.34% |
| 10-Year | 13.18% |
Performance & Risk
| YTD Return | 21.56% |
| 5y Average Return | 9.74% |
| 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 | 19.59% |
| Yield | 1.28% |
| 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.
