Neuberger Berman Multi-Cap Opportunities Fund (NMULX)
The fund invests in a concentrated portfolio, consisting mainly of common stocks of companies that are selected using a fundamental, bottom-up research approach. The advisor may hold stocks of companies of any market capitalization and in any sector. Under normal market conditions, the fund typically will hold a limited number of stocks. Although the fund invests primarily in domestic stocks, it may also invest in stocks of foreign companies.
Fund Info
| ISIN | US64122Q3092 |
|---|---|
| CUSIP | 64122Q309 |
| Issuer | Neuberger Berman |
| Inception Date | Nov 2, 2006 |
| Category | Large Cap Blend Equities |
| Min. Investment | $1,000,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
NMULX features an expense ratio of 0.82%, falling within the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Neuberger Berman Multi-Cap Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Neuberger Berman Multi-Cap Opportunities Fund had a return of 19.52% year-to-date (YTD) and 34.83% in the last 12 months. Over the past 10 years, Neuberger Berman Multi-Cap Opportunities Fund had an annualized return of 12.86%, outperforming the S&P 500 benchmark which had an annualized return of 10.88%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.52% | 18.13% |
| 1 month | 3.97% | 1.45% |
| 6 months | 11.03% | 8.81% |
| 1 year | 34.83% | 26.52% |
| 5 years (annualized) | 15.49% | 13.43% |
| 10 years (annualized) | 12.86% | 10.88% |
Monthly Returns
The table below presents the monthly returns of NMULX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.37% | 4.50% | 3.66% | -3.85% | 3.89% | 0.94% | 4.54% | 2.27% | 19.52% | ||||
| 2023 | 5.71% | -3.84% | 2.92% | 1.89% | -1.03% | 6.66% | 1.95% | -2.68% | -4.72% | -2.17% | 8.54% | 10.94% | 25.31% |
| 2022 | -5.39% | -1.70% | 1.66% | -9.26% | -1.39% | -8.61% | 9.42% | -3.06% | -9.56% | 9.63% | 7.32% | 4.29% | -9.00% |
| 2021 | -1.90% | 4.21% | 4.56% | 5.03% | 0.94% | 1.04% | 2.18% | 4.04% | -5.23% | 6.37% | -2.14% | 5.33% | 26.48% |
| 2020 | 0.18% | -8.67% | -17.96% | 12.68% | 4.12% | 1.21% | 5.30% | 7.24% | -3.17% | -1.27% | 12.78% | 3.65% | 12.47% |
| 2019 | 7.40% | 4.15% | 0.39% | 4.19% | -6.86% | 6.74% | 1.19% | -0.64% | 2.63% | 0.89% | 3.32% | 2.48% | 28.20% |
| 2018 | 4.96% | -2.77% | -2.37% | 0.11% | 1.57% | 0.16% | 4.36% | 2.39% | 0.70% | -7.06% | 3.24% | -9.09% | -4.78% |
| 2017 | 2.86% | 4.67% | 0.73% | 0.62% | 0.11% | 2.34% | 1.69% | -0.11% | 2.73% | 1.93% | 3.38% | 1.60% | 24.90% |
| 2016 | -6.18% | 0.57% | 5.99% | 1.59% | 1.24% | -2.33% | 4.24% | 2.09% | -0.44% | -1.19% | 4.87% | 2.63% | 13.21% |
| 2015 | -4.65% | 6.88% | -1.00% | 1.32% | 1.37% | -1.91% | 1.31% | -5.32% | -3.46% | 7.85% | 0.25% | -2.42% | -0.68% |
| 2014 | -4.30% | 4.08% | 1.64% | 0.06% | 2.12% | 0.88% | -2.06% | 3.70% | -2.58% | 1.01% | 2.75% | -0.43% | 6.71% |
| 2013 | 6.75% | 4.10% | 4.76% | 0.70% | 1.64% | -1.46% | 7.53% | -2.10% | 3.32% | 5.49% | 3.38% | 2.70% | 43.05% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NMULX is 57, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Neuberger Berman Multi-Cap Opportunities Fund (NMULX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Neuberger Berman Multi-Cap Opportunities Fund granted a 19.05% dividend yield in the last twelve months. The annual payout for that period amounted to $1.99 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.99 | $1.99 | $2.75 | $4.88 | $3.70 | $3.46 | $1.79 | $1.95 | $0.59 | $0.56 | $0.66 | $0.33 |
Dividend yield | 19.05% | 22.77% | 30.16% | 34.21% | 24.27% | 20.47% | 11.21% | 10.49% | 3.61% | 3.71% | 4.21% | 2.15% |
Monthly Dividends
The table displays the monthly dividend distributions for Neuberger Berman Multi-Cap Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.99 | $1.99 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.75 | $2.75 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.88 | $4.88 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.70 | $3.70 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.46 | $3.46 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.79 | $1.79 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.95 | $1.95 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $0.59 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 | $0.56 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.66 | $0.66 |
| 2013 | $0.33 | $0.33 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Neuberger Berman Multi-Cap Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Neuberger Berman Multi-Cap Opportunities Fund was 39.41%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.41% | Feb 20, 2020 | 23 | Mar 23, 2020 | 162 | Nov 10, 2020 | 185 |
| -35.82% | Dec 30, 2021 | 243 | Dec 15, 2022 | 124 | Jun 15, 2023 | 367 |
| -21.2% | Jul 8, 2011 | 61 | Oct 3, 2011 | 99 | Feb 24, 2012 | 160 |
| -19.04% | Sep 24, 2018 | 64 | Dec 24, 2018 | 75 | Apr 12, 2019 | 139 |
| -18.86% | Dec 15, 2023 | 1 | Dec 15, 2023 | 1 | Dec 18, 2023 | 2 |
Volatility
Volatility Chart
The current Neuberger Berman Multi-Cap Opportunities Fund volatility is 3.28%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.