Neuberger Berman Equity Funds: Neuberger Berman Large Cap Value Fund; Institutional Class (NBPIX)

41.9 -1.25%
Sep 24 close; Powered by Koyfin
Pros
3-year return above the benchmark
5-year return above the benchmark
10-year return above the benchmark
No sales load or distribution fees
Cons
High expense ratio

Pros

  1. NBPIX 3-year return is 15.62%, which is higher than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 11.93%.
  2. NBPIX 5-year return is 10.88%, which is in line with the 5-year return of the benchmark index (Russell 1000 Value TR USD), 12.07%.
  3. NBPIX 10-year return is 10.66%, which is in line with the 10-year return of the benchmark index (Russell 1000 Value TR USD), 10.95%.
  4. Good news: this fund does not have 12b1, front-end or back-end sales fees.

Cons

  1. NBPIX expense ratio is 0.62%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?