NBREX : Neuberger Berman Mid Cap Intrinsic Value Fund Class Trust

NBREX is a US Stocks Market Mid-Cap Value with HIGH fees.

NBREX

Neuberger Berman Mid Cap Intrinsic Value Fund Class Trust

FI Score

19 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

19% FI Score
  • nbrex
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Neuberger Berman Mid Cap Intrinsic Value Fund Class Trust

Expenses: 1.26% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

Fund Summary

The investment seeks growth of capital. To pursue its goal, the fund normally invests at least 80% of its net assets in equity securities of mid-capitalization companies, which the adviser defines as those with a total market capitalization within the market capitalization range of the Russell Midcap® Value Index at the time of purchase. The fund's strategy consists of using a bottom-up, fundamental research driven approach to identify stocks of companies that are trading below the Portfolio Manager's estimate of their intrinsic value and that he believes have the potential for appreciation over time.

Largest Holdings

Amount Holding
4.08% Zimmer Biomet Holdings Inc
3.91% Treehouse Foods Inc
3.91% Alexion Pharmaceuticals Inc
3.68% Evergy Inc
3.45% General Dynamics Corp
3.26% Nuance Communications Inc
3.25% The Hain Celestial Group Inc
3.23% Skyworks Solutions Inc
3.12% Ciena Corp
3.05% Molson Coors Beverage Co B
2.85% Ashland Global Holdings Inc
2.79% Aptiv PLC
2.76% MGM Resorts International
2.67% ONEOK Inc
2.59% Starwood Property Trust Inc
2.55% Western Digital Corp
2.48% Wyndham Destinations Inc
2.25% Amdocs Ltd
2.25% Teradata Corp
2.14% BankUnited Inc
1.93% Lions Gate Entertainment Corp B
1.80% Johnson Controls International PLC
1.78% The AES Corp
1.76% EOG Resources Inc
1.69% Covanta Holding Corp

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