Neuberger Berman Large Cap Value Fund Institutional Class (NBPIX)

Overview

The described company is a mutual fund that primarily focuses on investing in equity securities of large-capitalization companies. The fund adheres to a strategy whereby at least 80% of its net assets are committed to investments in companies that are considered to be large-cap, based on their market capitalization aligning with the range defined by the Russell 1000® Value Index at the time of purchase. The portfolio managers of this fund prioritize investments in companies they assess to be well-managed and whose stock prices appear undervalued, indicating a potential for profitable investment. While the fund's investment focus is mainly on domestic stocks, it maintains flexibility in its investment portfolio by also considering stocks of foreign companies.

Products and Services

The fund offers the following investment focus and services:

• Equity Securities of Large-Capitalization Companies: The fund commits a substantial portion of its assets, at least 80%, to equity securities of large-cap companies. These are companies with a market capitalization that falls within the range of the Russell 1000® Value Index at the time of their purchase. This focus aims to leverage the growth potential and stability of large-cap companies.
• Investment in Well-Managed, Undervalued Stocks: The portfolio managers employ a rigorous valuation process to identify well-managed companies whose stocks are undervalued. This approach is grounded in the belief that such stocks represent a good investment value and have the potential for appreciation.
• Flexibility for International Investments: While the fund mainly invests in domestic stocks, it possesses the flexibility to diversify its investment portfolio through the inclusion of stocks of foreign companies. This allows the fund to take advantage of global investment opportunities and mitigate risks through geographical diversification.