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

(NASDAQ Mutual Funds) As of May 29, 2025 08:00 PM ET

$46.21 USD

+0.25 (0.54%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2025

Total Return %* Percentile Rank Objective
YTD 0.20 6
3 months -4.05 7
6 months -2.53 46
1 Year 6.63 58
3 Year 2.48 93
5 Year 13.88 41
10 Year 9.75 48

* 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) 645.74

Load Adjusted Returns as of Apr 30, 2025

1 Year 8.62
5 Year 17.71
10 Year 10.12
Since Inception 7.33

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 3.96 NA NA NA
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
2020 -26.80 20.36 1.16 28.65

Annual Return

20252024202320222021202020192018201720162015
% Total Return 0.2011.10-1.61-1.0528.3014.6624.13-0.7813.5628.47-12.13
% Total Return Rel to Index 5.11-13.91-27.8517.14-0.37-3.73-7.353.60-8.2316.53-13.52
% Total Return Rel to Peer 5.67-8.28-24.6118.646.24-5.25-4.296.07-7.1120.65-10.53
% Perf Quintile vs Peer* 0.000.005.001.002.004.005.001.005.001.005.00
% Dividends 0.001.021.050.730.630.540.610.580.440.250.34
% Yield 0.002.162.341.611.311.411.751.811.250.771.23
Capital Gains ($) 0.000.000.000.001.680.090.683.392.270.862.04
Expense Ratio 0.000.600.600.610.620.680.690.700.690.700.70

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