MENU

NBRTX Neuberger M/C Intrinsic Val Inst Forecast, Technical & Fundamental Analysis

The investment seeks growth of capital... Show more

Category: #Mid-Cap Value
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Intel Corp (NASDAQ:INTC), IQVIA Holdings (NYSE:IQV), Huntington Bancshares (NASDAQ:HBAN).

Industry description

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.

Market Cap

The average market capitalization across the Neuberger M/C Intrinsic Val Inst MF is 44.88B. The market cap for tickers in the group ranges from 3.12B to 476.12B. INTC holds the highest valuation in this group at 476.12B. The lowest valued company is IPGP at 3.12B.

Volume

The average weekly volume growth across all stocks in the Neuberger M/C Intrinsic Val Inst MF was 14%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was -38%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 50
P/E Growth Rating: 54
Price Growth Rating: 49
SMR Rating: 60
Profit Risk Rating: 52
Seasonality Score: -42 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Details
Category
Mid-Cap Value
Address
Neuberger Berman Equity Funds605 Third Ave 2nd FLNew York
Phone
N/A
Web
www.nb.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FDWGX16.660.28
+1.71%
American Fds Dvlpg Wld Gr&Inc F-3
PSPFX4.850.06
+1.25%
US Global Investors Global Res
OAKIX35.310.39
+1.12%
Oakmark International Investor
PSIAX53.040.23
+0.44%
PGIM Quant Solutions Large-Cap Index A
HNVIX43.820.17
+0.39%
Heartland Value Plus Institutional

NBRTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NBRTX has been closely correlated with MVCAX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if NBRTX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NBRTX
1D Price
Change %
NBRTX100%
+0.23%
MVCAX - NBRTX
94%
Closely correlated
+0.54%
JVMRX - NBRTX
90%
Closely correlated
+0.69%
VEVYX - NBRTX
87%
Closely correlated
+0.43%
JVMIX - NBRTX
84%
Closely correlated
+0.69%
JVMCX - NBRTX
79%
Closely correlated
+0.67%
More