Neuberger Berman Large Cap Value Fund Investor Class (NPRTX)

Overview

The fund as described focuses on investing primarily in equity securities of large-capitalization companies. Specifically, it commits at least 80% of its net assets to equities that fall within the market capitalization range of the Russell 1000® Value Index at the time of purchase. The fund is managed by portfolio managers who employ a value investing strategy, seeking to invest in what they consider to be well-managed, undervalued companies. While the fund primarily targets domestic stocks, it maintains the flexibility to invest in foreign companies, broadening its investment horizon and potential for returns. This approach indicates a balanced strategy aiming at capital growth through identifying undervalued stocks in both the domestic and international markets.

Products and Services

The fund outlined offers a focused investment product, characterized by the following services:

• Large-Cap Equity Investments: The core offering involves investing in large-capitalization companies, with a size threshold matching those within the Russell 1000® Value Index range. This ensures investments in established companies with the potential for stable growth and lesser volatility compared to smaller cap equities.
• Value Investing Strategy: The portfolio managers' strategy centers on identifying undervalued companies. This entails a rigorous analysis to find stocks trading for less than their intrinsic values, ideally allowing investors to capitalize on future price adjustments as the market corrects these undervaluations.
• Domestic and Foreign Stock Investments: While the primary focus is on U.S. domestic securities, the fund also diversifies its portfolio by investing a portion in foreign companies. This diversification strategy aims to leverage global investment opportunities and mitigate risks associated with the domestic market.