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Large Cap Growth Fund Investor Class: (MF: NGUAX)

(NASDAQ Mutual Funds) As of Apr 19, 2024 08:00 PM ET

$25.89 USD

-0.39 (-1.48%)

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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3-Hold of 5     3    

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Zacks Premium Research for NGUAX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Research Report

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 0.83

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Neuberger Berman Guardian Inv NGUAX 25.89 6/1/1950 0.00 31.66 11.37 18.18
Neuberger Berman Guardian Tr NBGTX 27.11 3/31/1975 0.00 31.37 11.14 17.95
Neuberger Berman Guardian Adv NBGUX 26.59 9/3/1996 0.00 31.11 10.78 17.58
Neuberger Berman Guardian A NGDAX 27.05 6/1/2009 0.00 31.41 11.12 17.92
Neuberger Berman Guardian C NGDCX 25.78 6/1/2009 0.00 30.36 10.29 17.05
Neuberger Berman Guardian R3 NGDRX 26.61 6/1/2009 0.00 30.97 10.78 17.56
Neuberger Berman Guardian Instl NGDLX 27.34 6/1/2009 0.00 31.81 11.53 18.36

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