NBRTX Mutual Fund
NBRTX Mutual Fund
Neuberger Berman Mid Cap Intrinsic Value Fund Institutional Class

NBRTX Mutual Fund Overview
NBRTX Mutual Fund (Neuberger Berman Mid Cap Intrinsic Value Fund Institutional Class) is managed by Neuberger Berman with $13.6M in net assets. NBRTX expense ratio is 0.85%, holding 77 positions across sectors including Information Technology, Industrials, Unknown. Inception date: 2010-03-08.
NBRTX performance shows a YTD return of 14.67%. The 1-year return is 31.28% and the 5-year return is 7.94%. NBRTX dividend yield stands at 9.82%, paid annually.
NBRTX top holdings include Ipg Photonics Corp. (2.9%), L3harris Technologies, Inc (2.6%), Williams Cos. Inc. (2.6%), Teledyne Technologies Inc (2.6%), Centerpoint Energy Inc. (2.6%). View all NBRTX holdings, sector breakdown, or dividend history.
NBRTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NBRTX alternatives are available via the screener, along with tax-loss harvesting opportunities.