Neuberger Berman Multi-Cap Opportunities Fund (NMULX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NMULX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NMULX
NMULX charges 0.82% annually. There are 246 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | NMULX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | NMULX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | NMULX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | NMULX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | NMULX vs VSMPX |
Best Risk-Adjusted Alternatives to NMULX
NMULX has a PortfoliosLab risk / return rank of 29. There are 317 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 94 | — | Mar 2021 | NMULX vs SVPFX | |
| Pin Oak Equity | 92 | — | Aug 1992 | NMULX vs POGSX | |
| Vanguard PRIMECAP Core Fund | 90 | 17.20B | Dec 2004 | NMULX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | NMULX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 90 | — | Dec 2018 | NMULX vs FTZIX |
Top Performing NMULX Alternatives (YTD)
NMULX is at 6.23% YTD. There are 351 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 25.38%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 25.38% | 17.20B | Dec 2004 | NMULX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 24.67% | — | Jan 1995 | NMULX vs IGIAX | |
| PRIMECAP Odyssey Growth Fund | 23.78% | — | Nov 2004 | NMULX vs POGRX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 23.50% | — | Dec 2018 | NMULX vs FTZIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.23% | — | Dec 2015 | NMULX vs RESGX |
Lowest Volatility Alternatives to NMULX
NMULX has 11.47% 1-year volatility. There are 56 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.24% | — | Mar 2021 | NMULX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | NMULX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.16% | — | Jul 2012 | NMULX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.18% | — | Jul 2012 | NMULX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | NMULX vs JEPIX |
Lowest Drawdown Alternatives to NMULX
NMULX has a 1-year max drawdown of -8.51%. There are 79 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | NMULX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | NMULX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | NMULX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | NMULX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | NMULX vs QUERX |
Other Mutual Funds from Neuberger Berman
The 10 most viewed Neuberger Berman mutual funds shown here include NBGNX, NML, NLSIX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Genesis Fund | Small Cap Growth Equities | 15 | 14.00% | — | Sep 1988 | NMULX vs NBGNX | |
| Neuberger Berman MLP | MLPs, Energy Equities | 54 | 26.87% | — | Mar 2013 | NMULX vs NML | |
| Neuberger Berman Long Short Fund | Long-Short | 18 | 2.14% | — | Dec 2011 | NMULX vs NLSIX | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 13 | 5.29% | — | Jun 1950 | NMULX vs NGUAX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 36 | 0.54% | — | Jul 2003 | NMULX vs NSTLX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 94 | 19.91% | — | Jan 1975 | NMULX vs NPRTX | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 3.41% | — | Mar 1979 | NMULX vs NMANX | |
| Neuberger Berman Next Generation Connectivity Fund | Technology Equities | 8 | 9.24% | — | May 2021 | NMULX vs NBXG | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 85 | 22.35% | — | May 2010 | NMULX vs NINLX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 74 | 14.90% | — | Mar 1994 | NMULX vs NBSRX |
Often Compared With NMULX
Investors most often compare NMULX with FXAIX, NBGIX, SCHG. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare NMULX with Any Fund or Stock
Compare NMULX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NMULX with funds that move differently
Neuberger Berman Multi-Cap Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NMULX.
Explore NMULX Diversifiers