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Integrated Large Cap Fund

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Mutual Fund > Equity | Quantitative > Integrated Large Cap Fund

Integrated Large Cap Fund1

The convergence of quantitative investing, fundamental analysis and data science insight

  • Strategy combines quantitative factor evaluation (value, quality, momentum, income and low-risk) with fundamental deep-dives (cash-flow analysis, management meetings, custom peer group sets, etc.)
  • Research centric process implemented by a robust team of 20+ quantitative analysts, 35+ fundamental researchers and a team of data scientists, using proprietary technology
  • Multiple applications of alternative data through both quantitative signals and in-depth fundamental thesis testing

Pricing/Performance

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Product Characteristics

As of

Total (net) expense represents the total annual operating expenses that shareholders pay (after the effect of fee waivers and/or expense reimbursement). The Fund’s investment manager has contractually undertaken to waive and/or reimburse certain fees and expenses of the Fund so that the total annual operating expenses (excluding interest, taxes, brokerage commissions, acquired fund fees and expenses, dividend and interest expenses relating to short sales, and extraordinary expenses, if any; consequently, total (net) expenses may exceed the contractual cap) through 8/31/2023 for Class A at 0.76%, Class C at 1.51%, and Institutional Class at 0.40% (each of average net assets). Absent such arrangements, which cannot be changed without Board approval, the returns may have been lower. Information as of the most recent prospectus dated December 13, 2019, as amended.

Management Team

Simon Griffiths, CFA
Head of Quantitative Research & Development
25 Years of industry experience
2 Years with Neuberger Berman
Jacob Gamerman, CFA
Senior Research Analyst
15 Years of industry experience
9 Years with Neuberger Berman