Neuberger Berman Regency InvNBRVX

Neuberger Berman Regency is riding high, but still capable of falling hard.

Since manager Basu Mullick took over this fund in June 2005, its annual returns have alternated between the top and the bottom quartiles of its peer group. (It moved from the mid-cap value category to mid-cap blend in 2008.  Read more 

Under manager Basu Mullick, this fund has become a somewhat less volatile mid-cap version of his other fund, the large-cap Neuberger Berman Partners. As in the Partners fund, he looks for stocks with good growth potential and returns on equity, but reasonable valuations; however, the sector bets he makes here tend not to be as dramatic.  Read more 

Basu Mullick became this fund's manager on June 7, 2005, replacing Andrew Wellington, who had been lead manager for a little over two years and had worked on the fund for two years before that. Mullick also manages Neuberger Berman Partners, a large-cap fund with a portfolio that will now have considerable overlap with this one.  Read more 

This fund is a more restrained, more mid-cap-oriented version of manager Basu Mullick's large-cap Partners fund. Mullick looks for mid-cap stocks with high-quality businesses that generate good returns on capital, and he's willing to make significant sector bets, notably big bets on energy and materials stocks over the past few years.  Read more