NPRTX

About NPRTX

The Neuberger Berman Large Cap Value Fund Investor Class is an actively managed mutual fund designed to provide exposure to established, large-capitalization U.S. companies that are considered undervalued relative to their intrinsic worth. This fund follows a value-oriented investment approach, focusing on identifying businesses within the market capitalization range of the Russell 1000® Value Index that exhibit potential catalysts for earnings improvement, such as management changes, restructurings, or expansion into new markets. The strategy employs bottom-up research and emphasizes sectors with capital and capacity constraints, aiming to capitalize on near-term normalization of company earnings. The fund typically invests at least 80% of its assets in equity securities of large-cap companies, and its diversified portfolio seeks to participate in market gains while mitigating downside risks. With a team of experienced portfolio managers and a longstanding history since 1975, the fund holds approximately 80 securities, with a significant portion—over 30%—allocated to its top 10 holdings. It is intended to serve as a core value allocation within diversified portfolios, offering investors exposure to potential capital appreciation and income through dividends within the large value segment of the U.S. equity market.