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Neuberger Berman Mid Cap Intrinsic Value Fund (NBRVX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The investment seeks growth of capital. To pursue its goal, the fund normally invests at least 80% of its net assets in equity securities of mid-capitalization companies, which the adviser defines as those with a total market capitalization within the market capitalization range of the Russell Midcap Value Index at the time of purchase. The fund's strategy consists of using a bottom-up, fundamental research driven approach to identify stocks of companies that are trading below the Portfolio Managers' estimate of their intrinsic value and that they believe have the potential for appreciation over time.

Looking to diversify beyond NBRVX? The mutual funds below have the lowest correlation with NBRVX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from NBRVX.

Best Diversifiers for NBRVX

0 mutual funds have low correlation with NBRVX (below 0.3), 0 of which are negatively correlated. The least correlated is Neuberger Berman Sustainable Equity Fund (NBSRX) (Large Cap Blend Equities) with a 1Y correlation of 0.74, roughly unchanged from 0.80 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
NBSRX
Neuberger Berman Sustainable Equity Fund0.740.760.80
55
Large Cap Blend EquitiesNBRVX vs NBSRX
ARFFX
Ariel Focus Fund0.770.860.90
83
Mid Cap Value EquitiesNBRVX vs ARFFX
NPRTX
Neuberger Berman Large Cap Value Fund0.800.770.84
93
Large Cap Value EquitiesNBRVX vs NPRTX
VVOIX
Invesco Value Opportunities Fund Class Y0.840.880.91
87
Mid Cap Value EquitiesNBRVX vs VVOIX
VVOAX
Invesco Value Opportunities Fund0.840.880.91
87
Mid Cap Value EquitiesNBRVX vs VVOAX
See all 20 diversifiers for NBRVX

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