Neuberger Berman Large Cap Value Fd Trust (NBPTX)

Overview

The fund focuses on investing in equity securities primarily of large-capitalization companies, aligning its portfolio with the market capitalization range of the Russell 1000® Value Index at the time of purchase. It targets companies that are perceived by the portfolio managers as well-managed and whose stock prices are considered undervalued. This strategic approach allows it to cater to investors seeking to capitalize on potential growth and value opportunities within the large-cap segment. Although the fund is primarily invested in domestic stocks, it maintains the flexibility to diversify its investments by including stocks of foreign companies, thereby offering a broader investment horizon.

Products and Services

• Equity Securities of Large-Capitalization Companies

  Invests at least 80% of its net assets in equity securities of large-capitalization companies, defined by market capitalization within the range of the Russell 1000® Value Index at the time of purchase. This focus targets well-managed companies believed to be undervalued in the market.

• Domestic and Foreign Stocks

  While primarily investing in domestic stocks, the fund also opens its portfolio to stocks of foreign companies, offering investors exposure to global markets alongside domestic opportunities. This diversification can potentially enhance returns and mitigate risks associated with market fluctuations.