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Buy 3 Neuberger Funds With Diverse Investment Strategies
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Neuberger Berman is an employee-owned, independent investment management firm exclusively focused on investment management. Founded in 1939 and with approximately $613 billion in assets under management, Neuberger Berman offers a range of investment solutions across public and private markets through its mutual funds. An active investment approach is taken by the teams of analysts who evaluate securities based on fundamental research and a variety of identified and measurable factors that may influence an issuer’s financial condition and affect their performance over the short, medium and long terms. Neuberger Berman may also consider environmental, social and governance (ESG) factors in the investment process.
We have picked three Neuberger mutual funds — Neuberger Large Cap Value Tr (NBPTX - Free Report) , Neuberger Quality Equity Inv (NBSRX - Free Report) and Neuberger Mid Cap Growth (NMGAX - Free Report) — which investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or Rank 2 (Buy), with positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided a comparatively stronger performance and carry a lower fee.
Neuberger Large Cap Value Tr fund seeks growth of capital. NBPTX invests primarily in common stocks of established companies.
Eli M. Salzmann has been the lead manager of NBPTX since Dec. 16, 2011. Most of the fund’s holdings were in companies such as Intel Corp (4.2%), Exxon Mobil Corp (3.8%) and Southern Copper Corp (3.5%) as of May 31, 2026.
NBPTX’s 3-year and 5-year annualized returns are 18.1% and 10.6%, respectively. Its net expense ratio is 0.95%. NBPTX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category, and other 1 (Strong Buy) and 2 Ranked Mutual Funds,please click here.
Neuberger Quality Equity Inv fund invests its net assets at initial purchase in common stocks of mid- to large-cap companies selected under its sustainable investing criteria.
Daniel Hanson has been the lead manager of NBSRX since April 1, 2022. Most of the fund’s holdings were in companies such as Alphabet Inc. (10.5%), Amazon.com, Inc. (8.6%) and NVIDIA Corp (8.1%) as of May 31, 2026.
NBSRX’s 3-year and 5-year annualized returns are 23.9% and 13.5%, respectively. Its net expense ratio is 0.83%. NBSRX has a Zacks Mutual Fund Rank #1.
Neuberger Mid Cap Growth fund invests its net assets in common stocks of mid-capitalization companies, defined as those within the Russell Midcap Index market-cap range at initial purchase.
Chad A. Bruso has been the lead manager of NMGAX since Jan. 16, 2020. Most of the fund’s holdings were in companies such as Cloudflare, Inc. (4.9%), Vertiv Holdings Co (3.9%) and Datadog, Inc. (3.9%) as of May 31, 2026.
NMGAX’s 3-year and 5-year annualized returns are 12.1% and 1.9%, respectively. Its net expense ratio is 1.03%. NMGAX has a Zacks Mutual Fund Rank #1.
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Buy 3 Neuberger Funds With Diverse Investment Strategies
Neuberger Berman is an employee-owned, independent investment management firm exclusively focused on investment management. Founded in 1939 and with approximately $613 billion in assets under management, Neuberger Berman offers a range of investment solutions across public and private markets through its mutual funds. An active investment approach is taken by the teams of analysts who evaluate securities based on fundamental research and a variety of identified and measurable factors that may influence an issuer’s financial condition and affect their performance over the short, medium and long terms. Neuberger Berman may also consider environmental, social and governance (ESG) factors in the investment process.
We have picked three Neuberger mutual funds — Neuberger Large Cap Value Tr (NBPTX - Free Report) , Neuberger Quality Equity Inv (NBSRX - Free Report) and Neuberger Mid Cap Growth (NMGAX - Free Report) — which investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or Rank 2 (Buy), with positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided a comparatively stronger performance and carry a lower fee.
Neuberger Large Cap Value Tr fund seeks growth of capital. NBPTX invests primarily in common stocks of established companies.
Eli M. Salzmann has been the lead manager of NBPTX since Dec. 16, 2011. Most of the fund’s holdings were in companies such as Intel Corp (4.2%), Exxon Mobil Corp (3.8%) and Southern Copper Corp (3.5%) as of May 31, 2026.
NBPTX’s 3-year and 5-year annualized returns are 18.1% and 10.6%, respectively. Its net expense ratio is 0.95%. NBPTX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category, and other 1 (Strong Buy) and 2 Ranked Mutual Funds,please click here.
Neuberger Quality Equity Inv fund invests its net assets at initial purchase in common stocks of mid- to large-cap companies selected under its sustainable investing criteria.
Daniel Hanson has been the lead manager of NBSRX since April 1, 2022. Most of the fund’s holdings were in companies such as Alphabet Inc. (10.5%), Amazon.com, Inc. (8.6%) and NVIDIA Corp (8.1%) as of May 31, 2026.
NBSRX’s 3-year and 5-year annualized returns are 23.9% and 13.5%, respectively. Its net expense ratio is 0.83%. NBSRX has a Zacks Mutual Fund Rank #1.
Neuberger Mid Cap Growth fund invests its net assets in common stocks of mid-capitalization companies, defined as those within the Russell Midcap Index market-cap range at initial purchase.
Chad A. Bruso has been the lead manager of NMGAX since Jan. 16, 2020. Most of the fund’s holdings were in companies such as Cloudflare, Inc. (4.9%), Vertiv Holdings Co (3.9%) and Datadog, Inc. (3.9%) as of May 31, 2026.
NMGAX’s 3-year and 5-year annualized returns are 12.1% and 1.9%, respectively. Its net expense ratio is 1.03%. NMGAX has a Zacks Mutual Fund Rank #1.
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>