Neuberger Berman Large Cap Value Fund (NPRTX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NPRTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NPRTX
NPRTX charges 0.79% annually. There are 164 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | NPRTX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | NPRTX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | NPRTX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | NPRTX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | NPRTX vs TILVX |
Best Risk-Adjusted Alternatives to NPRTX
NPRTX has a PortfoliosLab risk / return rank of 94. There are 15 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | NPRTX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | NPRTX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | NPRTX vs MALVX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | NPRTX vs IDIVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 95 | — | Oct 1992 | NPRTX vs BBISX |
Top Performing NPRTX Alternatives (YTD)
NPRTX is at 19.53% YTD. There are 22 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.47% | — | Jun 2015 | NPRTX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.18% | — | Nov 1935 | NPRTX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.83% | — | Jun 2022 | NPRTX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.16% | — | Jun 2015 | NPRTX vs CFJIX | |
| PIMCO RAE PLUS Fund | 22.13% | — | Jun 2005 | NPRTX vs PXTIX |
Lowest Volatility Alternatives to NPRTX
NPRTX has 11.85% 1-year volatility. There are 207 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | NPRTX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | NPRTX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | NPRTX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | NPRTX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.49% | — | Dec 2007 | NPRTX vs TMMAX |
Lowest Drawdown Alternatives to NPRTX
NPRTX has a 1-year max drawdown of -7.03%. There are 122 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | NPRTX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | NPRTX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | NPRTX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | NPRTX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | NPRTX vs SVAIX |
Other Mutual Funds from Neuberger Berman
The 10 most viewed Neuberger Berman mutual funds shown here include NBGNX, NML, NLSIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Genesis Fund | Small Cap Growth Equities | 11 | 11.78% | — | Sep 1988 | NPRTX vs NBGNX | |
| Neuberger Berman MLP | MLPs, Energy Equities | 57 | 27.98% | — | Mar 2013 | NPRTX vs NML | |
| Neuberger Berman Long Short Fund | Long-Short | 19 | 1.69% | — | Dec 2011 | NPRTX vs NLSIX | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 16 | 4.95% | — | Jun 1950 | NPRTX vs NGUAX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 35 | 0.24% | — | Jul 2003 | NPRTX vs NSTLX | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 4 | 4.91% | — | Mar 1979 | NPRTX vs NMANX | |
| Neuberger Berman Next Generation Connectivity Fund | Technology Equities | 22 | 15.91% | — | May 2021 | NPRTX vs NBXG | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 85 | 22.19% | — | May 2010 | NPRTX vs NINLX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 78 | 15.22% | — | Mar 1994 | NPRTX vs NBSRX | |
| Neuberger Berman Genesis Fund Institutional Class | Small Cap Growth Equities | 12 | 11.89% | — | Jul 1999 | NPRTX vs NBGIX |
Often Compared With NPRTX
Investors most often compare NPRTX with DAGVX, USIFX, VWNEX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare NPRTX with Any Fund or Stock
Compare NPRTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NPRTX with funds that move differently
Neuberger Berman Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NPRTX.
Explore NPRTX Diversifiers