About NMUCX
Neuberger Berman Multi-Cap Opportunities Fund Class C is an actively managed mutual fund designed to seek long-term total return by investing across the full spectrum of U.S. equities. The fund maintains a concentrated portfolio—typically holding 30 to 40 stocks—spanning large-, mid-, and small-cap companies, with selection driven by rigorous bottom-up fundamental analysis focused on free cash flow and capital structure evaluation. This strategy enables the fund to allocate capital flexibly across distinct segments: stable, well-known companies (“Classic”), misunderstood or underfollowed firms (“Opportunistic”), and those involved in special situations such as restructurings or spin-offs (“Special Situations”). The portfolio’s construction avoids a specific style bias, allowing the fund to adapt to shifting market dynamics while aiming to mitigate risks tied to any one style or sector. Its holdings are diversified across major industries, including technology, financial services, consumer cyclical, and healthcare, with notable positions in names like Microsoft, Alphabet, Berkshire Hathaway, and Apple. The fund pays annual dividends and features a level-load share class structure, making it accessible to a broad range of investors.
Fund Family Neuberger Berman
Category Large Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol NMUCX
Share Class Class C
Index S&P 500 TR
NMUCX had a total return of 7.57% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.30%.
