Nasdaq - Delayed Quote
USD
Neuberger Large Cap Value Inv (NPRTX)
61.76
-0.10
(-0.16%)
At close: 8:07:14 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.39% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 40 |
| Number of Years Down | 10 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
NPRTX | Category Average | NPRTX | Category Average | NPRTX | Category Average |
|
Alpha
|
3.75 | -0.01 | 0.89 | -0.03 | 1 | -0.03 |
|
BETA
|
0.56 | 0.01 | 0.65 | 0.01 | 0.81 | 0.01 |
|
Mean Annual Return
|
1.47 | 0.01 | 0.9 | 0.01 | 1.14 | 0.01 |
|
R-squared
|
45.14 | 0.78 | 57.88 | 0.83 | 66.89 | 0.84 |
|
Standard Deviation
|
10.7 | 0.17 | 13.51 | 0.19 | 15.59 | 0.16 |
|
Sharpe Ratio
|
1.22 | 0 | 0.51 | 0 | 0.71 | 0.01 |
|
Treynor Ratio
|
24.57 | 0.04 | 9.8 | 0.07 | 13.15 | 0.08 |
