Find A Portfolio/Ticker
Comparison Box
NPNCX: Neuberger Berman Large Cap Value C (MUTUAL FUND)
Basic Info 44.41 0.03(0.07%) June 23
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 06/22/2010 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 0.24% |
| Expenses | 1.86% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/23/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.1 | 21.1 | 54.6 | 18.9 | 23.7 | 15.0 | 15.3 | 13.4 | 23.1 | -1.9 | 53.7 | 27.0 | -13.1 | 9.9 | 30.1 | 15.8 | -12.1 | 17.4 |
| SR | NA | 2.38 | 2.27 | 0.7 | 0.93 | 0.66 | 0.68 | 0.33 | 2.31 | -0.26 | 1.66 | 1.47 | -0.75 | 0.82 | 2.43 | 1.08 | -0.43 | 1.71 |
| DD(%) | NA | 7.9 | 9.4 | 39.1 | 39.1 | 39.1 | 39.1 | 39.1 | 5.5 | 12.7 | 3.9 | 13.4 | 17.6 | 10.4 | 4.7 | 12.3 | 29.4 | 10.3 |
| SD(%) | NA | 18.9 | 22.6 | 24.9 | 24.9 | 22.0 | 21.7 | 39.2 | 9.4 | 12.5 | 32.2 | 18.1 | 17.6 | 12.1 | 12.4 | 14.7 | 28.6 | 20.5 |
| TR | NA | 0.35 | 0.38 | 0.17 | 0.23 | 0.14 | 0.14 | 0.12 | 0.28 | -0.04 | 0.54 | 0.22 | -0.12 | 0.1 | 0.28 | 0.14 | -0.1 | 0.28 |
| Alpha(%) | NA | 0.01 | 0.01 | 0.03 | 0.04 | 0.01 | 0.01 | 0.04 | 0.01 | 0.01 | 0.13 | 0.02 | -0.05 | -0.01 | -0.01 | 0.0 | -0.05 | 0.0 |
| Beta(%) | NA | 1.28 | 1.34 | 1.02 | 1.01 | 1.06 | 1.07 | 1.06 | 0.77 | 0.75 | 0.99 | 1.23 | 1.07 | 1.04 | 1.06 | 1.13 | 1.16 | 1.23 |
| RS | NA | 0.8 | 0.83 | 0.89 | 0.54 | 0.66 | 0.68 | 0.92 | 0.88 | 0.9 | 0.03 | 0.81 | 0.89 | 0.88 | 0.92 | 0.95 | 0.95 | 0.94 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/22/2010
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
Top Rated Funds in LARGE VALUE
Best Mutual Funds
- NPNCX (Neuberger Berman Large Cap Value C) 0.07% (100%)
- MRIEX (Meridian Equity Income Investor) 0.0% (100%)
- DHTYX (Diamond Hill Select Y) 0.04% (100%)
- MEIFX (Meridian Equity Income) 0.0% (99%)
- EVSIX (Wells Fargo Advantage Discp US Core I) 0.04% (99%)
- QIACX (Federated MDT All Cap Core Instl) 0.07% (99%)
- SFLNX (Schwab Fdmtl US Lg Co Idx) 0.18% (98%)
- HCMAX (Hillman Focused Advantage) 0.35% (98%)
- MALRX (BlackRock Large Cap Core Instl) 0.09% (97%)
- WESIX (GAMCO Westwood Income I) 0.43% (97%)
Best ETFs
- SCHD (Schwab US Dividend Equity ETF) 1.17% (100%)
- FNDB (Schwab Fundamental US Broad Market ETF) 0.50% (98%)
- FNDX (Schwab Fundamental US Large Company ETF) 0.33% (97%)
- RWL (RevenueShares Large Cap ETF) 0.18% (94%)
- PRF (PowerShares FTSE RAFI US 1000 ETF) 0.08% (92%)
- DIA (SPDR Dow Jones Industrial Average ETF) 0.20% (89%)
- DEF (Guggenheim Defensive Equity ETF) 0.59% (86%)
- PFM (PowerShares Dividend Achievers ETF) 0.61% (82%)
- MGV (Vanguard Mega Cap Value ETF) 0.34% (75%)
- DLN (WisdomTree LargeCap Dividend ETF) 0.37% (75%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income) 0.24% (99%)
- EVT (Eaton Vance Tax Advantaged Dividend Inc) 0.11% (95%)
- BIF (Boulder Growth & Income Common) 0.22% (94%)
- TY (Tri-Continental) 0.03% (90%)
- NFJ (NFJ Dividend, Interest & Premium Strat) 0.13% (81%)
- BDJ (BlackRock Enhanced Dividend Achievers) 0.20% (76%)
- GDV (Gabelli Dividend & Income) 0.15% (73%)
Latest Articles Related to NPNCX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments