The Fund Grade · free · no account needed
What grade does NBPTX get?
Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.
Fundprints Fund Grade · as of 2026-09-01
Neuberger Berman Large Cap Value Fd Trust
#215 of 440 graded active funds · value · large segment peer group
The point · specialist footprint
NBPTX puts more of its book behind proven specialists than 63% of graded funds.
Bottom 20%
Bottom 40%
Middle
● Top 40%
Top 20%
That has mattered: over the past 2.7 years, funds on this rung beat bottom-rung funds by about 3.8 points per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.
2,825 graded funds · 2.7 years of filings, measured as they were published · evidence, not advice
3 funds in the same segment carry an A — members see the names and what they charge. See the alternatives →
The grade scores this fund's specialist share — the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.
Conviction exposure
26.2%
of the book in specialist-converged names
Late-stage weight
21.7%
of the book in Crowded or Fading names
Active share
85.8%
how far it strays from the index
The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.
Inside the book — top names by stage · as of 2026-09-09
We email you the day it crosses 50% crowded, and where you stand every month.
Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.
The read · what to do with it
NBPTX earns a C grade, ranking 215 of 440, with specialists holding just 26.2% of the fund. The early case centers on Boeing at 2.9% weight, where proven specialists are building positions, but five holdings including Pfizer, Walmart, and CME are in Fading or Crowded stages where those same specialists are heading for the exit.
→ Watch CMI, CME, PFE, and WMT closely, as specialist exit signals across four positions at once is a notable concentration of fading conviction.
→ Higher graded funds exist in this same family and segment, so comparing this fund's C grade against those alternatives is worth the time.
Support leaving these positions
Same family, higher grade
Read from today's disclosed book. Evidence, not advice.
The evidence base updates this week.
The specialists — not the whales — are already positioned for what comes next. Stop finding out last.
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