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Neuberger Berman Large Cap Value Fd Inst Cl: (MF: NBPIX)

(NASDAQ Mutual Funds) As of Jun 26, 2026 04:27 PM ET

$60.45 USD

-0.42 (-0.69%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2019

Total Return %* Percentile Rank Objective
YTD 20.03 86
3 months 6.21 62
6 months 11.04 77
1 Year 10.72 75
3 Year 11.24 62
5 Year 6.23 80
10 Year 9.25 88

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -60.23
Bull Market (2/09 - 3/21) 333.94

Load Adjusted Returns as of Nov 30, 2019

1 Year 9.10
5 Year 6.42
10 Year 9.19
Since Inception 5.85

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2019 10.05 4.30 0.90 NA
2018 -3.36 2.58 6.24 -5.79
2017 1.59 2.90 3.33 5.11
2016 3.74 5.27 8.13 8.78
2015 -0.42 -1.45 -12.14 1.91
2014 3.18 3.73 -1.12 -7.36

Annual Return

20192018201720162015201420132012201120102009
% Total Return 20.03-0.7813.5628.47-12.13-1.9631.5517.17-11.1015.5756.33
% Total Return Rel to Index -7.613.60-8.2316.53-13.52-15.61-0.821.18-13.200.5029.91
% Total Return Rel to Peer -5.346.07-7.1120.65-10.53-10.170.852.89-8.07-1.2224.51
% Perf Quintile vs Peer* 5.001.005.001.005.005.004.002.005.003.001.00
% Dividends 0.000.580.440.250.340.330.460.400.160.070.16
% Yield 1.531.811.250.771.231.041.221.350.620.260.65
Capital Gains ($) 0.003.392.270.862.040.004.980.000.000.000.00
Expense Ratio 0.690.700.690.700.700.700.700.700.690.690.70

* 1 = Top 20%, 5 = Bottom 20%