About NBPIX
The Neuberger Berman Large Cap Value Fund Institutional Class is an active, value-oriented mutual fund focusing on large-capitalization U.S. equities. The fund’s primary purpose is to achieve long-term capital appreciation by identifying undervalued companies that offer robust fundamentals and a catalyst for price appreciation within a 12-18 month investment horizon. Portfolio managers employ rigorous bottom-up research to select stocks from industries with capital and capacity constraints, emphasizing sectors such as healthcare, consumer defensive, financial services, energy, and utilities. The fund typically maintains a diversified portfolio, with top holdings reflecting a strong bias toward established, dividend-paying companies that demonstrate resilient business models. With an experienced management team averaging 33 years of investment expertise, the strategy aims to deliver consistent relative performance, emphasizing risk management and a disciplined valuation process. Neuberger Berman Large Cap Value Fund Institutional Class holds appeal for institutional investors seeking cost-effective exposure to value-oriented large-cap U.S. equities, highlighting its role in providing access to mature, cash-generative businesses in the broader equity market.
Fund Family Neuberger Berman
Category Large Value
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol NBPIX
Share Class Institutional Class
Index Russell 1000 Value TR
NBPIX had a total return of 30.26% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.17%.
