About NRLCX
Neuberger Berman Large Cap Value Fund Class R6 is a mutual fund focused on delivering capital growth by investing primarily in common stocks of well-established, medium-to-large U.S. companies. This fund follows a value-oriented investment strategy, seeking companies trading at valuations below their intrinsic worth, often within sectors experiencing capital and capacity constraints. Portfolio managers use bottom-up fundamental research to identify businesses that may be temporarily undervalued and possess catalysts for earnings normalization over the following 12–18 months.
The fund comprises approximately 74 holdings and emphasizes diversification across various industries, with significant allocations to sectors like healthcare, financial services, energy, and consumer defensive. Notable positions include stocks such as Johnson & Johnson, Exxon Mobil, Berkshire Hathaway, and Procter & Gamble. The fund maintains a competitive expense ratio of 0.51% and offers an annual dividend yield, with dividends distributed annually.
Neuberger Berman Large Cap Value Fund Class R6 is recognized for its disciplined approach, experienced management team, and cost-effective structure, making it a significant option within the large-cap value category for investors seeking exposure to established U.S. companies with value potential.
Fund Family Neuberger Berman
Category Large Value
Stock Exchange NASDAQ
Ticker Symbol NRLCX
Share Class Class R6
Index Russell 1000 Value TR
NRLCX had a total return of 8.21% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.89%.
