Large Cap Growth Fund Investor Class: (MF: NGUAX)
(NASDAQ Mutual Funds) As of Sep 20, 2024 08:00 PM ET
$29.56 USD
-0.01 (-0.03%)
Fund Description
The fund was incepted in June 1950 and is managed by Neuberger Berman Management. The portfolio manager seeks long-term capital appreciation and, secondarily, current income through investments primarily in mid to large-capitalization companies with solid business fundamentals. The portfolio manager looks for companies with solid fundamentals and the potential to double in value over a three- to five-year time horizon. The manager screens the universe of stocks that are greater than $1 billion in market capitalization, searching for balance sheet strength first, then analyzing each candidate's business model, industry position, historic profitability, management strength and strategy, and new developments that could signal a buying opportunity. The manager builds the portfolio one stock at a time, seeking stocks that are well positioned for growth but inexpensively valued. The manager's research-driven process results in a diversified portfolio of approximately 40 holdings from a variety of industries. Individual holdings are limited to no more than 3% to 5% of portfolio assets at the time of purchase, and maximum industry exposure is limited to 20% of portfolio assets. The fund distributes capital gains and dividends quarterly.
Load Information
Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
---|---|---|---|---|---|---|---|
Neuberger Berman LgCap Grow Inv | NGUAX | NA | NA | 0.00 | 0.00 | 0.74 | 0.80 |
Return Data
Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
---|---|---|---|---|---|---|---|
Neuberger Berman Guardian Inv | NGUAX | 29.56 | 6/1/1950 | 0.17 | 24.79 | 6.86 | 17.56 |
Neuberger Berman Guardian Tr | NBGTX | 28.80 | 3/31/1975 | 0.06 | 24.58 | 6.66 | 17.33 |
Neuberger Berman Guardian Adv | NBGUX | 28.20 | 9/3/1996 | 0.00 | 23.98 | 6.28 | 16.97 |
Neuberger Berman Guardian A | NGDAX | 28.74 | 6/1/2009 | 0.07 | 24.55 | 6.63 | 17.29 |
Neuberger Berman Guardian C | NGDCX | 27.30 | 6/1/2009 | 0.00 | 23.61 | 5.85 | 16.43 |
Neuberger Berman Guardian R3 | NGDRX | 27.97 | 6/1/2009 | 0.00 | 24.17 | 6.33 | 16.96 |
Neuberger Berman Guardian Instl | NGDLX | 28.82 | 6/1/2009 | 0.35 | 24.99 | 7.03 | 17.73 |
Investment Information
Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
---|---|---|---|---|---|
Neuberger Berman LgCap Grow Inv | NGUAX | 1000 | 100 | 0 | A |
Contact Information
Family | Neuberger |
Address | 605 3rd Ave, 2nd Fl New York, NY 10158-0180 |
Phone | 877 877-9700 |