About NPNEX
The Neuberger Berman Large Cap Value Fund E is an actively managed mutual fund focused on long-term capital growth by investing primarily in equity securities of large-capitalization companies. The fund employs a value-oriented investment strategy, targeting U.S. firms that it believes to be undervalued relative to their intrinsic worth and possess catalysts that could prompt price appreciation within 12 to 18 months. It seeks to diversify holdings across multiple sectors, with a notable emphasis on industries with capital and capacity constraints. The portfolio includes well-established names in consumer defensive, healthcare, energy, utilities, and financial services sectors, such as Procter & Gamble, Merck & Co., Exxon Mobil, and JPMorgan Chase. The fund’s approach is grounded in thorough bottom-up research, aiming to deliver upside participation while mitigating downside risk. With a substantial asset base and managed by an experienced team, the Neuberger Berman Large Cap Value Fund E plays a significant role in providing investors exposure to resilient, value-driven large-cap companies within the broader U.S. equity market.
Fund Family Neuberger Berman
Category Large Value
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol NPNEX
Share Class Class E Shares
Index Russell 1000 Value TR
NPNEX had a total return of 27.63% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.52%.
