Neuberger Berman Large Fund Manager Performance Evaluation
| NBPIX Fund | USD 54.22 0.10 0.18% |
The fund secures a Beta (Market Risk) of 0.74, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Neuberger Berman's returns are expected to increase less than the market. However, during the bear market, the loss of holding Neuberger Berman is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Neuberger Berman Large are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Neuberger Berman showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 18th of December 2025 | |
| Expense Ratio | 0.6000 |
Neuberger |
Neuberger Berman Relative Risk vs. Return Landscape
If you would invest 4,640 in Neuberger Berman Large on October 28, 2025 and sell it today you would earn a total of 772.00 from holding Neuberger Berman Large or generate 16.64% return on investment over 90 days. Neuberger Berman Large is currently producing 0.2572% returns and takes up 0.968% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Neuberger, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Neuberger Berman Current Valuation
Undervalued
Today
Please note that Neuberger Berman's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Neuberger Berman Large secures a last-minute Real Value of $56.38 per share. The latest price of the fund is $54.22. We determine the value of Neuberger Berman Large from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Neuberger Berman is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Neuberger Mutual Fund. However, Neuberger Berman's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 54.22 | Real 56.38 | Hype 45.06 | Naive 54.67 |
The intrinsic value of Neuberger Berman's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Neuberger Berman's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Neuberger Berman Large helps investors to forecast how Neuberger mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Neuberger Berman more accurately as focusing exclusively on Neuberger Berman's fundamentals will not take into account other important factors: Neuberger Berman Target Price Odds to finish over Current Price
The tendency of Neuberger Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 54.22 | 90 days | 54.22 | under 4 |
Based on a normal probability distribution, the odds of Neuberger Berman to move above the current price in 90 days from now is under 4 (This Neuberger Berman Large probability density function shows the probability of Neuberger Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Neuberger Berman has a beta of 0.74. This indicates as returns on the market go up, Neuberger Berman average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Neuberger Berman Large will be expected to be much smaller as well. Additionally Neuberger Berman Large has an alpha of 0.1845, implying that it can generate a 0.18 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Neuberger Berman Price Density |
| Price |
Predictive Modules for Neuberger Berman
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Neuberger Berman Large. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Neuberger Berman Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Neuberger Berman is not an exception. The market had few large corrections towards the Neuberger Berman's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Neuberger Berman Large, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Neuberger Berman within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.18 | |
β | Beta against Dow Jones | 0.74 | |
σ | Overall volatility | 2.95 | |
Ir | Information ratio | 0.18 |
Neuberger Berman Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Neuberger Berman for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Neuberger Berman Large can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 5.39% of its assets in cash |
Neuberger Berman Fundamentals Growth
Neuberger Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Neuberger Berman, and Neuberger Berman fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Neuberger Mutual Fund performance.
| Price To Earning | 15.91 X | |||
| Price To Book | 1.53 X | |||
| Price To Sales | 1.80 X | |||
| Total Asset | 5.54 B | |||
About Neuberger Berman Performance
Evaluating Neuberger Berman's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Neuberger Berman has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Neuberger Berman has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in equity securities of large-capitalization companies, which the portfolio managers defines as those with a market capitalization within the market capitalization range of the Russell 1000 Value Index at the time of purchase. The Portfolio Managers look for what they believe to be well-managed companies whose stock prices are undervalued. Although the fund invests primarily in domestic stocks, it may also invest in stocks of foreign companies.Things to note about Neuberger Berman Large performance evaluation
Checking the ongoing alerts about Neuberger Berman for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Neuberger Berman Large help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 5.39% of its assets in cash |
- Analyzing Neuberger Berman's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Neuberger Berman's stock is overvalued or undervalued compared to its peers.
- Examining Neuberger Berman's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Neuberger Berman's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Neuberger Berman's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Neuberger Berman's mutual fund. These opinions can provide insight into Neuberger Berman's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Neuberger Mutual Fund
Neuberger Berman financial ratios help investors to determine whether Neuberger Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Neuberger with respect to the benefits of owning Neuberger Berman security.
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