About NGDAX
The Neuberger Berman Large Cap Growth Fund Class A is an actively managed mutual fund focusing on large-capitalization growth equities. Its primary goal is to provide long-term capital appreciation by investing in a diversified portfolio of established, high-quality U.S. companies exhibiting strong growth potential. The fund’s managers employ a fundamentally driven strategy, utilizing a proprietary Economic Value Added (EVA) framework to assess market expectations and inform stock selection, aiming to identify durable and emerging growth opportunities across various sectors. With significant allocations to technology, consumer, and communication services, the fund typically holds a concentrated portfolio, with its top holdings representing over half of its assets. It adopts a modern approach by integrating both public and private market perspectives, factor analysis, and data science, and emphasizes active engagement with portfolio companies. This fund plays a key role in the large growth category by offering investors access to leading U.S. growth equities through a well-vetted, quality-focused investment process, making it a prominent component in diversified equity strategies for seeking capital growth.
Fund Family Neuberger Berman
Category Large Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol NGDAX
Share Class Class A
Index Russell 1000 Growth TR
NGDAX had a total return of 9.23% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.81%.
