Morningstar

Neuberger Berman Multi-Cap Opp A NMUAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Neuberger Berman Investment Hub

Morningstar’s Analysis NMUAX

Will NMUAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NMUAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NMUAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NMUAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This remains a respectable all-cap stock fund, despite recent bumps in the road.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. The team has stuck with its proven strategy despite some short-term struggles. The following text is from Aug. 14, 2023.

by David Kathman
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