We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. The team has stuck with its proven strategy despite some short-term struggles. The following text is from Aug. 14, 2023.
Neuberger Berman Multi-Cap Opp A NMUAX
- NAV / 1-Day Return 10.55 / +0.48 %
- Total Assets 255.4 Mil
-
Adj. Expense Ratio
1.250%
- Expense Ratio 1.250%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 14%
USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0
Morningstar’s Analysis NMUAX
Will NMUAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 5.97 | 14.7 Mil | Technology |
Alphabet Inc Class C | 5.57 | 13.8 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 4.94 | 12.2 Mil | Financial Services |
Apple Inc | 4.01 | 9.9 Mil | Technology |
Amazon.com Inc | 3.75 | 9.3 Mil | Consumer Cyclical |
Brookfield Corp Registered Shs -A- Limited Vtg | 3.65 | 9.0 Mil | Financial Services |
JPMorgan Chase & Co | 3.60 | 8.9 Mil | Financial Services |
HCA Healthcare Inc | 3.51 | 8.7 Mil | Healthcare |
Motorola Solutions Inc | 3.44 | 8.5 Mil | Technology |
Graphic Packaging Holding Co | 3.34 | 8.3 Mil | Consumer Cyclical |
United States