Morningstar

Neuberger Mutual Funds

View all of Neuberger’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Neuberger Mutual Funds List

1 to 25 of 131 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Neuberger Quality Equity Fund R6 ClassNRSRXLarge Blend
17.63%100.590%AverageRetirement, Large$0
Neuberger Large Cap Value Fund A ClassNPNAXLarge Value
20.05%100.970%AverageFront Load$1,000
Neuberger Small Cap Growth Fund Investor ClassNBMIXSmall Growth
4.69%821.310%Above AverageNo Load$1,000
Neuberger Large Cap Value Fund Investor ClassNPRTXLarge Value
20.24%90.750%AverageNo Load$1,000
Neuberger Large Cap Value Fund E Shares ClassNPNEXLarge Value
20.88%70.030%LowNo Load$0
Neuberger High Income Bond Fund E ClassNHIEXHigh Yield Bond—0.51%450.090%LowNo Load$0
Neuberger Quality Equity Fund A ClassNRAAXLarge Blend
17.22%111.050%Above AverageFront Load$1,000
Neuberger Small Cap Growth Fund A ClassNSNAXSmall Growth
4.50%831.270%Above AverageFront Load$1,000
Neuberger Small Cap Growth Fund I ClassNBSMXSmall Growth
4.79%820.910%AverageInstitutional$1M
Neuberger Quality Equity Fund Trust ClassNBSTXLarge Blend
17.24%111.040%HighNo Load$0
Neuberger Quality Equity Fund R3 ClassNRARXLarge Blend
16.99%121.300%HighRetirement, Medium$0
Neuberger Quality Equity Fund I ClassNBSLXLarge Blend
17.56%110.690%AverageInstitutional$1M
Neuberger Core Bond Fund I ClassNCRLXIntermediate Core Bond—−3.20%680.380%Below AverageInstitutional$1M
Neuberger Large Cap Value Fund R3 ClassNPNRXLarge Value
19.80%121.240%Above AverageRetirement, Medium$0
Neuberger Floating Rate Income Fund I ClassNFIIXBank Loan—3.64%140.620%LowInstitutional$1M
Neuberger Large Cap Growth Fund Investor ClassNGUAXLarge Growth
10.24%520.800%AverageNo Load$1,000
Neuberger Quality Equity Fund E classNRAEXLarge Blend
18.10%90.050%LowNo Load$0
Neuberger Large Cap Value Fund I ClassNBPIXLarge Value
20.39%90.600%Below AverageInstitutional$1M
Neuberger Intrinsic Value Fund I ClassNINLXSmall Blend
18.06%210.960%Above AverageInstitutional$1M
Neuberger Large Cap Value Fund A ClassNBPBXLarge Value
19.91%111.100%HighNo Load$0
Neuberger Core Bond Fund R6 ClassNRCRXIntermediate Core Bond—−3.24%710.280%LowRetirement, Large$0
Neuberger Quality Equity Fund C ClassNRACXLarge Blend
16.57%141.800%Above AverageLevel Load$1,000
Neuberger Intrinsic Value Fund A ClassNINAXSmall Blend
17.73%241.330%Above AverageFront Load$1,000
Neuberger Small Cap Growth Fund A ClassNBMVXSmall Growth
4.40%841.610%HighNo Load$0
Neuberger Small Cap Growth Fund Trust ClassNBMOXSmall Growth
4.51%831.410%HighNo Load$0

Neuberger Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

Sponsor Center