Neuberger Berman Large Cap Value Fund E (NPNEX)

Overview

The fund described is an investment vehicle focusing on equity securities of large-capitalization companies, which are defined based on the market capitalization range of the Russell 1000® Value Index at the time they are purchased. The management strategy is centered around selecting stocks believed to be undervalued yet well-managed, primarily targeting domestic companies but with the flexibility to invest in foreign firms as well. This approach indicates a blend of value investing within a specified market cap range, with an openness to international opportunities.

Products and Services

• Large-Capitalization Equity Investments

Focused on investing at least 80% of its net assets in equity securities of large-cap companies. The selection criterion is based on the market capitalization range of the Russell 1000® Value Index at the time of purchase, underlining a strategic emphasis on companies classified within a specific size and value spectrum.

• Value Investing Strategy

The fund aims to identify stocks that are considered undervalued yet are from companies perceived as well-managed. This strategy seeks to capitalize on price inefficiencies in the market, betting on the potential for future appreciation.

• Domestic and International Stocks

While primarily investing in domestic stocks, the fund maintains the flexibility to diversify by investing in foreign companies. This approach allows for a broader market exposure, encompassing opportunities beyond the U.S. equity market and into the global arena, aiming to maximize returns through geographical diversification.