- What does NGUAX invest in?
- The fund typically dedicates at least 80% of its net assets to acquiring shares in large-capitalization companies. These are defined as businesses whose market valuation, at the point of purchase, aligns with the market capitalization scope of the Russell 1000® Growth Index. The Portfolio Managers employ a meticulous, research-driven methodology for selecting stocks, maintaining a long-term perspective that integrates both data-driven quantitative assessments and informed qualitative evaluations.
- What is the expense ratio of NGUAX?
- Neuberger Large Cap Growth Fund Investor Class (NGUAX) charges an expense ratio of 0.80%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is NGUAX?
- Neuberger Large Cap Growth Fund Investor Class (NGUAX) manages $2.71B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is NGUAX actively managed or an index fund?
- NGUAX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (NGUAX's is 0.80%) because there's no security selection cost.
- When was NGUAX launched?
- Neuberger Large Cap Growth Fund Investor Class (NGUAX) launched in January 1980 and is managed by Neuberger Berman.
- How has NGUAX performed?
- NGUAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
