About NBPTX
The Neuberger Berman Large Cap Value Fund Trust Class is an actively managed mutual fund focused on achieving long-term capital growth by investing primarily in large U.S. companies considered undervalued relative to their fundamentals. The fund’s portfolio composition centers on established firms across diverse sectors such as energy, healthcare, financial services, technology, and consumer defensive industries. Key holdings often include recognized names like Exxon Mobil, Johnson & Johnson, JPMorgan Chase, and Walmart, reflecting its emphasis on stability and attractive valuation characteristics.
The fund typically maintains a high percentage of assets in large-cap equities, adhering to a value investing discipline that seeks companies with lower price-to-book ratios, higher dividend yields, or those demonstrating slow growth but strong fundamentals. Managed by an experienced team, its investment process involves identifying businesses with potential catalysts for price appreciation while managing risk through portfolio diversification. This strategy positions the fund as a conservative option for investors seeking exposure to blue-chip U.S. equities with a value tilt, contributing to its significance within the large-cap value mutual fund category.
Fund Family Neuberger Berman Group LLC
Category Large Value
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol NBPTX
Share Class Trust Class
Index Russell 1000 Value TR
NBPTX had a total return of 26.91% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.08%.
