NBPTX Mutual Fund
NBPTX Mutual Fund
Neuberger Large Cap Value Fund Trust Class

NBPTX Mutual Fund Overview
NBPTX Mutual Fund (Neuberger Large Cap Value Fund Trust Class) is managed by Neuberger Berman with $127.4M in net assets. NBPTX expense ratio is 0.95%, holding 81 positions across sectors including Financials, Health Care, Unknown. Inception date: 1993-08-30.
NBPTX performance shows a YTD return of 18.25%. The 1-year return is 34.47% and the 5-year return is 9.90%. NBPTX dividend yield stands at 5.17%, paid annually.
NBPTX top holdings include Exxon Mobil Corp. (5.0%), Southern Copper Corp (4.1%), Johnson & Johnson (3.3%), Boeing Co (3.0%), Jpmorgan Chase (2.8%). View all NBPTX holdings, sector breakdown, or dividend history.
NBPTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NBPTX alternatives are available via the screener, along with tax-loss harvesting opportunities.