Neuberger Berman Equity Funds - Neuberger Berman Integrated Large Cap Fund (NGQAX)
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Neuberger Berman Equity Funds - Neuberger Berman Integrated Large Cap Fund
Neuberger Berman Equity Funds
605 Third Ave 2nd FL
New York, NY 10158-0006
800-877-9700
Management Information
Simon Griffiths,Lead Manager since September 2, 2019
Simon Griffiths is Managing Director and Head of Quantitative Research & Development of Neuberger Berman Breton Hill ULC. Prior to 2017, he was a Managing Partner at Breton Hill, where he was a member of the Management Committee. He is responsible for finding sources of alpha and developing trading tools to exploit them. He has over 15 years experience applying investment research to institutional portfolios. Prior to co-founding Breton Hill Capital he co-founded the Mosaic fund at DGAM in Toronto where he was a portfolio manager and was responsible for all research. Simon joined DGAM from Northwater Capital Management, a $10 billion alternative investment firm where he was responsible for quantitative investment research and software development. Simon holds an M.Sc. in applied statistics from University of Guelph and is a CFA Charterholder.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Blend
Fund FamilyNeuberger Berman
Net Assets4.31M
YTD Return26.58%
Yield0.09%
Morningstar Rating★★
Inception DateJun 29, 2011
Fund Operations
Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover155.00%
Average for CategoryN/A
Fees & Expenses
ExpenseNGQAXCategory Average
Annual Report Expense Ratio (net)0.77%0.78%
Prospectus Net Expense Ratio0.77%N/A
Prospectus Gross Expense Ratio9.15%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.75%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection807N/A
5 Yr Expense Projection2,680N/A
10 Yr Expense Projection6,723N/A
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