Neuberger Berman US Large Cap Value Fund USD Z Accumulating Class header image

Neuberger Berman US Large Cap Value Fund USD Z Accumulating Class

Fund

ISIN IE0008OYN7T5 / Valor 11777921

NAV (2025-03-24)
USD 11.46+0.79%

Neuberger Berman US Large Cap Value Fund USD Z Accumulating Class
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General Objective

The fund aims to increase the value of shares over the long-term by primarily investing in equity securities issued by US companies, focusing on large-capitalization companies listed or traded on recognized markets in the US.

Fund Exposure

The fund is exposed to large-capitalization US companies across various sectors and industries, with a focus on companies conducting most of their business in the US or headquartered in the US. The investment style involves identifying undervalued companies with strong management teams and catalysts for potential growth.

Risks

The main risks associated with this fund include market risk, liquidity risk, counterparty risk, derivatives risk, operational risk, and currency risk. The fund's historical volatility places it in category 6, indicating a higher risk profile with potentially higher rewards. Investors should be aware of the impact of fluctuating currency exchange rates on their investments.

Content summarized by AI chatbot
Source

https://www.nb.com/en/fi/products/ucits-funds/us-large-cap-value-fund

Tags:
s&p 500 large cap us companies

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OTHER SHARE CLASSES OF THIS FUND

Neuberger Berman US Large Cap Value Fund USD I Accumulating Class
Neuberger Berman US Large Cap Value Fund USD I Accumulating Class Neuberger Berman US Large Cap Value Fund USD I Accumulating Class
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Annual Return

-50%0%+50%

Risk level

110
0.70%USD 11.48
Neuberger Berman US Large Cap Value Fund USD I4 Distributing Class
Neuberger Berman US Large Cap Value Fund USD I4 Distributing Class Neuberger Berman US Large Cap Value Fund USD I4 Distributing Class Valor: 11653893
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.68%USD 10.38
Neuberger Berman US Large Cap Value Fund GBP I4 Distributing Class - Unhedged
Neuberger Berman US Large Cap Value Fund GBP I4 Distributing Class - Unhedged Neuberger Berman US Large Cap Value Fund GBP I4 Distributing Class - Unhedged Valor: 11653893
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.64%GBP 10.97
Neuberger Berman US Large Cap Value Fund EUR I4 Distributing Class - Unhedged
Neuberger Berman US Large Cap Value Fund EUR I4 Distributing Class - Unhedged Neuberger Berman US Large Cap Value Fund EUR I4 Distributing Class - Unhedged Valor: 11653859
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.86%EUR 10.56
Neuberger Berman US Large Cap Value Fund USD M Accumulating Class
Neuberger Berman US Large Cap Value Fund USD M Accumulating Class Neuberger Berman US Large Cap Value Fund USD M Accumulating Class Valor: 11777921
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Annual Return

-50%0%+50%

Risk level

110
0.70%USD 10.07
Neuberger Berman US Large Cap Value Fund GBP Y Accumulating Class - Unhedged
Neuberger Berman US Large Cap Value Fund GBP Y Accumulating Class - Unhedged Neuberger Berman US Large Cap Value Fund GBP Y Accumulating Class - Unhedged Valor: 11910308
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.65%GBP 10.92
Neuberger Berman US Large Cap Value Fund GBP P Accumulating Class - Unhedged
Neuberger Berman US Large Cap Value Fund GBP P Accumulating Class - Unhedged Neuberger Berman US Large Cap Value Fund GBP P Accumulating Class - Unhedged Valor: 11964244
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.56%GBP 10.70
Neuberger Berman US Large Cap Value Fund EUR I Accumulating Class - Unhedged
Neuberger Berman US Large Cap Value Fund EUR I Accumulating Class - Unhedged Neuberger Berman US Large Cap Value Fund EUR I Accumulating Class - Unhedged Valor: 11653889
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.97%EUR 10.41
Neuberger Berman US Large Cap Value Fund GBP Y Distributing Class - Unhedged
Neuberger Berman US Large Cap Value Fund GBP Y Distributing Class - Unhedged Neuberger Berman US Large Cap Value Fund GBP Y Distributing Class - Unhedged Valor: 11996213
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.58%GBP 10.40
Neuberger Berman US Large Cap Value Fund EUR I Accumulating Class - Hedged
Neuberger Berman US Large Cap Value Fund EUR I Accumulating Class - Hedged Neuberger Berman US Large Cap Value Fund EUR I Accumulating Class - Hedged Valor: 11656657
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.72%EUR 9.82