Neuberger Berman Large Fund Manager Performance Evaluation

NBPIX Fund  USD 42.79  0.11  0.26%   
The fund secures a Beta (Market Risk) of -0.17, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Neuberger Berman are expected to decrease at a much lower rate. During the bear market, Neuberger Berman is likely to outperform the market. By analyzing Neuberger Berman Large technical indicators, you can presently evaluate if the expected return of 0.0679% will be sustainable into the future.

Risk-Adjusted Performance

8 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in Neuberger Berman Large are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Neuberger Berman is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date19th of December 2022
Expense Ratio0.6000
  

Neuberger Berman Relative Risk vs. Return Landscape

If you would invest  4,110  in Neuberger Berman Large on December 19, 2023 and sell it today you would earn a total of  169.00  from holding Neuberger Berman Large or generate 4.11% return on investment over 90 days. Neuberger Berman Large is currently producing 0.0679% returns and takes up 0.6079% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than NEUBERGER, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Neuberger Berman is expected to generate 1.51 times less return on investment than the market. In addition to that, the company is 1.02 times more volatile than its market benchmark. It trades about 0.11 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.17 per unit of volatility.

Neuberger Berman Current Valuation

Overvalued
Today
42.79
Please note that Neuberger Berman's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Neuberger Berman Large secures a last-minute Real Value of $39.14 per share. The latest price of the fund is $42.79. We determine the value of Neuberger Berman Large from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Neuberger Berman Large is useful when determining the fair value of the NEUBERGER mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Neuberger Berman. Since Neuberger Berman is currently traded on the exchange, buyers and sellers on that exchange determine the market value of NEUBERGER Mutual Fund. However, Neuberger Berman's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  42.79 Real  39.14 Hype  42.79
The real value of a stock, also known as the intrinsic value, is the underlying worth of a company that is reflected in its stock price. It is based on the company's financial performance, assets, liabilities, growth prospects, management team, industry conditions, and other relevant factors. The real value of a stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, price-to-book ratio, and other valuation metrics. The real value of a stock may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence the stock's price. It is important to note that the real value of a stock is not a fixed number and may change over time based on changes in the company's performance and other relevant factors.
39.14
Real Value
47.07
Upside
Estimating the potential upside or downside of Neuberger Berman Large helps investors to forecast how NEUBERGER mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Neuberger Berman more accurately as focusing exclusively on Neuberger Berman's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
42.1842.7943.40
Details

Neuberger Berman Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Neuberger Berman's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Neuberger Berman Large, and traders can use it to determine the average amount a Neuberger Berman's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.1117

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Estimated Market Risk

 0.61
  actual daily
5
95% of assets are more volatile

Expected Return

 0.07
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.11
  actual daily
8
92% of assets perform better
Based on monthly moving average Neuberger Berman is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Neuberger Berman by adding it to a well-diversified portfolio.

Neuberger Berman Fundamentals Growth

NEUBERGER Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Neuberger Berman, and Neuberger Berman fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on NEUBERGER Mutual Fund performance.

About Neuberger Berman Performance

To evaluate Neuberger Berman Large Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Neuberger Berman generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare NEUBERGER Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Neuberger Berman Large market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents NEUBERGER's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in equity securities of large-capitalization companies, which the portfolio managers defines as those with a market capitalization within the market capitalization range of the Russell 1000 Value Index at the time of purchase. The Portfolio Managers look for what they believe to be well-managed companies whose stock prices are undervalued. Although the fund invests primarily in domestic stocks, it may also invest in stocks of foreign companies.

Things to note about Neuberger Berman Large performance evaluation

Checking the ongoing alerts about Neuberger Berman for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Neuberger Berman Large help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains about 5.39% of its assets in cash
Evaluating Neuberger Berman's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Neuberger Berman's mutual fund performance include:
  • Analyzing Neuberger Berman's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Neuberger Berman's stock is overvalued or undervalued compared to its peers.
  • Examining Neuberger Berman's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Neuberger Berman's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Neuberger Berman's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Neuberger Berman's mutual fund. These opinions can provide insight into Neuberger Berman's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Neuberger Berman's mutual fund performance is not an exact science, and many factors can impact Neuberger Berman's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Neuberger Berman Large. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.

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Please note, there is a significant difference between Neuberger Berman's value and its price as these two are different measures arrived at by different means. Investors typically determine if Neuberger Berman is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Neuberger Berman's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.