NGUAX Mutual Fund

NGUAX Mutual Fund (Neuberger Large Cap Growth Fund Investor Class) is managed by Neuberger Berman with $1.35B in net assets. NGUAX expense ratio is 0.80%, holding 74 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1950-06-01.

NGUAX performance shows a YTD return of 9.21%. The 1-year return is 9.52% and the 5-year return is 9.85%.

NGUAX top holdings include Nvidia Corp (10.2%), Alphabet Inc (9.6%), Microsoft Corp (5.3%), Broadcom Inc (5.2%), Meta Platforms Inc (4.8%). Go to all NGUAX holdings, NGUAX sectors, or NGUAX dividends.

NGUAX can be compared against other funds. Use NGUAX overlap to find shared positions, or NGUAX vs another fund for a side-by-side view. NGUAX alternatives are available via the screener, along with tax-loss harvesting opportunities.