NGDLX : Neuberger Berman Guardian Fund Class Institutional

NGDLX is a US Stocks Market Large Growth with LOW fees.

NGDLX

Neuberger Berman Guardian Fund Class Institutional

FI Score

60 /100

Expense Ratio Rating

8 /10

Expense Rating

3 /10

Market Score

6 /10

Category Score

8 /10

Market Size

6 /10

60% FI Score
  • ngdlx
  • Mutual Fund
  • US Stocks
  • Large Growth

Neuberger Berman Guardian Fund Class Institutional

Expenses: 0.71% (Better than 1% of similar funds)

This is an OK choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital; current income is a secondary goal. The fund invests mainly in common stocks of companies across all market capitalizations. The Portfolio Managers employ a research driven approach to stock selection, with a long term perspective that combines both quantitative analysis and qualitative judgment. Although the fund invests primarily in domestic stocks, it may also invest in stocks of foreign companies.

Largest Holdings

Amount Holding
5.63% Microsoft Corp
4.72% Alphabet Inc A
4.37% Amazon.com Inc
3.76% Apple Inc
2.72% Facebook Inc A
2.61% McDonald's Corp
2.51% IHS Markit Ltd
2.39% ServiceNow Inc
2.36% Salesforce.com Inc
2.24% The Home Depot Inc
2.21% Activision Blizzard Inc
2.19% NextEra Energy Inc
2.09% Equifax Inc
2.06% Visa Inc Class A
2.04% CDW Corp
2.04% Ashland Global Holdings Inc
1.96% Medtronic PLC
1.92% Nike Inc B
1.81% UnitedHealth Group Inc
1.77% Costco Wholesale Corp
1.77% BlackRock Inc
1.72% Johnson & Johnson
1.67% Adobe Inc
1.65% Becton, Dickinson and Co
1.61% WEX Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo