NBPTX : Neuberger Berman Large Cap Value Fund Trust Class

NBPTX is a US Stocks Market Large Value with HIGH fees.

NBPTX

Neuberger Berman Large Cap Value Fund Trust Class

FI Score

47 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

47% FI Score
  • nbptx
  • Mutual Fund
  • US Stocks
  • Large Value

Neuberger Berman Large Cap Value Fund Trust Class

Expenses: 1.04% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets in equity securities of large-capitalization companies, which it defines as those with a market capitalization within the market capitalization range of the Russell 1000® Value Index at the time of purchase. The Portfolio Manager looks for what he believes to be well-managed companies whose stock prices are undervalued. It may also invest in stocks of foreign companies.

Largest Holdings

Amount Holding
4.91% Johnson & Johnson
4.76% JPMorgan Chase & Co
3.80% Newmont Corp
3.54% Philip Morris International Inc
3.30% BHP Group Ltd ADR
3.15% Bank of America Corp
3.13% Citigroup Inc
2.84% General Electric Co
2.83% Mondelez International Inc Class A
2.82% Caterpillar Inc
2.81% Southern Copper Corp
2.58% MetLife Inc
2.43% Prologis Inc
2.36% Franco-Nevada Corp
2.30% HCA Healthcare Inc
2.09% Agnico Eagle Mines Ltd
2.08% Parker Hannifin Corp
2.07% Phillips 66
2.00% Avery Dennison Corp
1.98% Intel Corp
1.87% Becton, Dickinson and Co
1.86% Pioneer Natural Resources Co
1.75% WPX Energy Inc Class A
1.62% McKesson Corp
1.59% Goldman Sachs Group Inc

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