About NGUAX
Neuberger Berman Large Cap Growth Fund Investor Class is an actively managed mutual fund focused on achieving long-term capital appreciation by investing primarily in equity securities of large-capitalization companies. The fund applies a fundamentally driven investment approach, targeting businesses with durable and emerging growth characteristics. It utilizes a proprietary Economic Value Added (EVA) framework to assess market-based expectations and incorporates a blend of traditional fundamental analysis, private market perspectives, and data-driven insights for stock selection. The portfolio is relatively concentrated, with significant emphasis on leading technology and consumer companies, and typically holds between 70 and 75 positions. Notable holdings include prominent firms such as Microsoft, Amazon, NVIDIA, Apple, and Meta Platforms. The fund maintains broad sector exposure, but portfolio managers may overweight certain sectors they believe are well-positioned for future trends. With a disciplined risk reduction strategy and an average expense ratio for its peer group, this fund is designed to deliver consistent growth within the large-cap segment of the equity market, appealing to investors seeking exposure to established and influential U.S. companies.
Fund Family Neuberger Berman
Category Large Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol NGUAX
Share Class Investor Class
Index Russell 1000 Growth TR
NGUAX had a total return of 9.47% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.83%.
