About NGDLX
The Neuberger Berman Large Cap Growth Fund Institutional Class is a mutual fund specializing in large-cap U.S. equities with a growth-oriented investment mandate. Managed by an experienced team, the fund employs a fundamentally driven strategy, seeking durable and emerging growth companies, and utilizes a differentiated analysis framework that integrates both traditional fundamental analysis and modern techniques such as factor analysis and data science. Its portfolio is diversified across numerous sectors, though it maintains significant exposure to leading technology, consumer cyclical, and communication services firms, with top holdings including Microsoft, Amazon, NVIDIA, Apple, and Meta Platforms.
The fund is designed for institutional investors, with a minimum investment of $1 million and an expense ratio of approximately 0.66%, making it cost-effective relative to peers. Its goal is to capture long-term capital appreciation while managing risk through broad diversification and a disciplined approach to both stock selection and portfolio construction. The fund’s approach is characterized by active management, a dynamic assessment of market opportunities, and a focus on quality growth businesses, aiming to offer investors a robust vehicle for participating in the growth segment of the large-cap U.S. equity market.
Fund Family Neuberger Berman
Category Multi-Cap Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol NGDLX
Share Class Institutional Class
Index Russell 1000 Growth TR
NGDLX had a total return of 13.84% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.42%.
