NBPBX

Active

Neuberger Berman Large Cap Value Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.03%
Annual Cost per $10K
$3.00
30-Year Fee Drag per $10K
$638
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+7.82%

Asset Allocation

US Equity
84%
Intl Equity
13%
Cash
3%

Fee Comparison

NBPBX
0.03%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

97% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+29.36%3Y
Compare to

Fee Impact Calculator

$
%
NBPBX at 0.03%$377,424
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$3,188

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
NBPBXNeuberger Berman Large Cap Value Fund0.03%
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FGLGXFidelity Series Large Cap Stock Fund0.00%
AWSHXWashington Mutual Investors Fund0.31%
TRTZXT. Rowe Price Mid-Cap Value Fund, Inc.0.05%
AMCFXAMCAP Fund0.43%
DOXGXDodge & Cox Stock Fund0.41%
FEEFXAmerican Funds Fundamental Investors0.34%
AFMFXAmerican Mutual Fund0.57%
FCNKXFidelity Contrafund0.56%
NBPTXNeuberger Berman Large Cap Value Fund0.03%
FVWSXFidelity Series Opportunistic Insights Fund0.00%
BBVLXBridge Builder Large Cap Value Fund0.23%
FNKLXFidelity Series Value Discovery Fund0.00%
PEIYXPutnam Large Cap Value Fund0.63%
FZANXFidelity Advisor New Insights Fund0.53%
VGSTXVANGUARD STAR FUND0.30%
MEIAXMFS Value Fund0.79%
TRUZXT. Rowe Price New Horizons Fund, Inc.0.64%
SMHVanEck Semiconductor ETF0.35%
DFSVXU.S. SMALL CAP VALUE PORTFOLIO$1M min0.31%
FSMAXFidelity Extended Market Index Fund0.03%
FLCNXFidelity Contrafund K60.45%
FFDKXFidelity Fund0.42%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
FIFRXFranklin Growth Fund0.46%
AAGTXAmerican Funds 2040 Target Date Retirement Fund0.68%
SOXXiShares Semiconductor ETF0.34%
IWRiShares Russell Mid-Cap ETF0.18%
MVCKXMFS Mid Cap Value Fund0.62%
FSSNXFidelity Small Cap Index Fund0.03%
FDTRXFranklin Dynatech Fund0.45%
FGIDXFidelity Growth and Income Portfolio0.46%
FMAEXFidelity Magellan Fund0.62%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
TRZQXT. Rowe Price Equity Income Fund0.53%
PMBJXMidCap Fund0.80%
FRISXFranklin Rising Dividends Fund0.52%
DFFVXU.S. Targeted Value Portfolio$1M min0.29%
WFPRXAllspring Special Mid Cap Value Fund0.70%
THISXT. Rowe Price Health Sciences Fund, Inc.0.67%
FSOPXFidelity Series Small Cap Opportunities Fund0.00%
AAHTXAmerican Funds 2045 Target Date Retirement Fund0.69%
AALTXAmerican Funds 2050 Target Date Retirement Fund0.69%
DFATDimensional U.S. Targeted Value ETF0.28%
MITJXMassachusetts Investors Trust0.38%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
LAFVXLORD ABBETT AFFILIATED FUND INC0.39%
IWPiShares Russell Mid-Cap Growth ETF0.23%
ACCLXMid Cap Value Fund0.62%
ACSHXInvesco Comstock Fund0.51%
FZAFXFidelity Advisor Equity Growth Fund0.55%
FSMDXFidelity Mid Cap Index Fund0.03%
IWNiShares Russell 2000 Value ETF0.24%
FFOJXSelect Technology Portfolio0.91%
FADTXFidelity Advisor Technology Fund0.55%
FSELXSelect Semiconductors Portfolio0.62%
CGPAXAmerican Funds Growth Portfolio0.99%
XLIThe Industrial Select Sector SPDR Fund0.08%
MFRKXMFS Research Fund0.46%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
POGRXPRIMECAP Odyssey Growth Fund0.66%
POAGXPRIMECAP Odyssey Aggressive Growth Fund0.66%
LCBEXClearBridge Dividend Strategy Fund0.66%
TRZZXT. Rowe Price Small-Cap Stock Fund, Inc.0.74%
QVG2QVIP Growth Portfolio0.66%
FCAKXFidelity Capital Appreciation Fund0.66%
FSPHXSelect Health Care Portfolio0.63%
HQIFXTHE HARTFORD EQUITY INCOME FUND0.64%
DFSTXU.S. SMALL CAP PORTFOLIO$1M min0.27%
DFUVDimensional U.S. Marketwide Value ETF0.21%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
POSKXPRIMECAP Odyssey Stock Fund0.67%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
BBGSXBridge Builder Small/Mid Cap Growth Fund0.34%
FVDFirst Trust Value Line Dividend Index Fund0.61%
IJKiShares S&P Mid-Cap 400 Growth ETF0.17%
MCPRXMFS Mid Cap Growth Fund1.02%
AAMTXAmerican Funds 2055 Target Date Retirement Fund0.70%
FDSSXFidelity Stock Selector Fund0.49%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
FDSVXFidelity Growth Discovery Fund0.62%
TRSSXT. Rowe Price Institutional Small-Cap Stock Fund$1M min0.66%
FEIKXFidelity Equity-Income Fund0.46%
SPLVInvesco S&P 500 Low Volatility ETF0.25%
DFSVDimensional US Small Cap Value ETF0.31%
MGRPXGROWTH PORTFOLIO0.52%
AMAGXAmana Growth Fund0.61%
ARKKARK Innovation ETF0.75%
FRCSXFranklin Small Cap Value Fund0.60%
FDMLXFidelity Series Intrinsic Opportunities Fund0.00%
QTECFirst Trust NASDAQ-100-Technology Sector Index Fund0.55%
FNCMXFidelity Nasdaq Composite Index Fund0.29%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
NBGAXNeuberger Berman Genesis Fund0.02%
TMSIXTHRIVENT MID CAP STOCK FUND0.74%
CALFPacer US Small Cap Cash Cows 100 ETF0.59%
LAMHXLord Abbett Dividend Growth Fund0.59%
SWSSXSchwab Small-Cap Index Fund0.04%
BLPAXAmerican Funds Moderate Growth and Income Portfolio0.93%
FETKXFidelity Equity Dividend Income Fund0.46%

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