About NMUEX
Neuberger Berman Multi-Cap Opportunities Fund is an actively managed mutual fund focused on U.S. equities across the full spectrum of market capitalizations. The fund's primary objective is to achieve long-term capital appreciation through a concentrated portfolio, typically comprising 30 to 40 holdings with a high active share. Its distinctive strategy segments investments into three categories: Special Situations (such as restructurings and spin-offs), Opportunistic holdings (often misunderstood or underfollowed firms), and Classic stocks (recognized leaders with stable performance). This multi-cap, style-agnostic framework allows the fund to dynamically allocate capital to the most compelling opportunities, aiming to capture returns regardless of company size or sector.
The investment process is grounded in disciplined, bottom-up research, with a particular emphasis on free cash flow analysis and capital structure evaluation. This approach seeks to identify companies with robust business models and attractive valuations. The fund is managed by an experienced team and is recognized for its sound investment process and strong management, earning it positive assessments from independent analysts. The portfolio includes leading names from sectors such as technology, financials, consumer discretionary, and healthcare, reflecting its diversified yet concentrated investment stance. Overall, Neuberger Berman Multi-Cap Opportunities Fund serves as a versatile core equity holding for investors seeking exposure to a broad selection of U.S. stocks with active, research-driven management.
Fund Family Neuberger Berman
Category Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol NMUEX
Share Class Class E Shares
Index S&P 500 TR
NMUEX had a total return of 9.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.89%.
