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Neuberger Berman Large Cap Value Fd Inst Cl: (MF: NBPIX)

(NASDAQ Mutual Funds) As of Jul 15, 2026 04:30 PM ET

$60.93 USD

-0.14 (-0.23%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 19.42 10
3 months 12.18 65
6 months 19.42 10
1 Year 34.95 5
3 Year 16.82 52
5 Year 10.31 40
10 Year 14.21 36

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -60.23
Bull Market (2/09 - 3/21) 911.82

Load Adjusted Returns as of Jun 30, 2026

1 Year 34.94
5 Year 10.31
10 Year 14.21
Since Inception 8.62

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 6.44 12.18 NA NA
2025 3.96 2.87 6.42 6.18
2024 6.34 -0.04 9.14 -4.23
2023 -0.69 -0.32 -4.22 3.79
2022 4.81 -12.59 -5.72 14.55
2021 18.48 3.48 -0.60 5.28

Annual Return

20262025202420232022202120202019201820172016
% Total Return 19.4220.8611.10-1.61-1.0528.3014.6624.13-0.7813.5628.47
% Total Return Rel to Index 5.972.64-13.91-27.8517.14-0.37-3.73-7.353.60-8.2316.53
% Total Return Rel to Peer 8.258.15-8.28-24.6118.646.24-5.25-4.296.07-7.1120.65
% Perf Quintile vs Peer* 1.001.005.005.001.002.004.005.001.005.001.00
% Dividends 0.000.871.021.050.730.630.540.610.580.440.25
% Yield 0.001.542.161.891.611.311.411.751.811.250.77
Capital Gains ($) 0.002.460.000.000.001.680.090.683.392.270.86
Expense Ratio 0.600.600.600.600.610.620.680.690.700.690.70

* 1 = Top 20%, 5 = Bottom 20%