Neuberger Berman Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-1.7812.0815.68-6.0810.78
    Category Average-1.959.3617.34-6.1011.57
    Assets for Each Yr*36.4736.7839.5632.4235.92
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 10.78 12.05 6.61

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $35,923 mil $1,000 4.52 95.48
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 61.33 1.18 Average
    International Stock 3.1 9.58 1.39 Average
    Municipal Bond 2.9 0.95 0.97 Average
    Taxable Bond 3.0 17.71 1.03 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-21-19

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 6.20 0.84
    Alphabet Inc A* Technology 18.29 0.53
    Microsoft Corp* Technology 18.81 0.41
    Nexstar Media Group Inc Class A* Consumer Cyclical 38.73 0.38
    IDEXX Laboratories Inc* Healthcare 21.33 0.38
    Littelfuse Inc* Technology 12.49 0.34
    Manhattan Associates Inc* Technology 33.14 0.34
    MarketAxess Holdings Inc* Financial Services 13.89 0.34
    Comcast Corp Class A* Communication Services 17.62 0.33
    Stanley Black & Decker Inc* Industrials 12.96 0.33
    Cigna Corp* Healthcare -11.06 0.32
    Pfizer Inc* Healthcare -2.15 0.32
    Power Integrations Inc* Technology 19.78 0.32
    AptarGroup Inc* Consumer Cyclical 12.55 0.31
    Bank of Hawaii Corp* Financial Services 16.56 0.31
    Apple Inc* Technology 24.14 0.30
    Fox Factory Holding Corp* Consumer Cyclical 20.30 0.29
    Motorola Solutions Inc* Technology 22.75 0.29
    NextEra Energy Inc* Utilities 11.13 0.28
    HCA Healthcare Inc* Healthcare 10.33 0.27

    Best 5-Year Relative Performance | More
    03-21-19

    Worst 5-Year Relative Performance | More
    03-21-19

    Lowest Expenses | More
    03-21-19

    Highest Expenses | More
    03-21-19

    Longest Manager Tenure | More
    03-21-19

    Fund Name   Manager Name Avg Manager Tenure  
    Neuberger Berman Mid Kenneth J. Turek 16.10
    Neuberger Berman Gen Judith M. Vale 16.00
    Neuberger Berman Sus Ingrid S. Dyott 15.30
    Neuberger Berman Rea Steve S. Shigekawa 11.80
    Neuberger Berman Mun James L. Iselin 10.60

    Shortest Manager Tenure | More
    03-21-19

    Fund Name   Manager Name Avg Manager Tenure  
    Neuberger Berman Mul Ray Carroll 0.80
    Neuberger Berman Hed Derek Devens 1.90
    Neuberger Berman Int David Bunan 2.30
    Neuberger Berman US Derek Devens 2.50
    Neuberger Berman Gua Charles C. Kantor 2.70