Neuberger Berman Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return25.584.01-1.7812.094.14
    Category Average27.885.05-1.638.874.92
    Assets for Each Yr*40.1542.0636.5036.8237.43
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 4.14 5.79 9.29

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $37,425 mil $1,000 5.71 94.29
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 63.59 1.19 Average
    International Stock 3.4 6.94 1.50 Average
    Municipal Bond 2.9 0.98 0.95 Average
    Taxable Bond 3.0 18.69 1.08 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-27-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 2.67 0.93
    Church & Dwight Co Inc* Consumer Defensive 13.08 0.60
    Dentsply Sirona Inc* Healthcare 10.09 0.57
    West Pharmaceutical Services Inc* Healthcare 9.57 0.56
    Sensient Technologies Corp* Basic Materials 6.43 0.52
    Tyler Technologies Inc* Technology 16.92 0.49
    AptarGroup Inc* Consumer Cyclical 7.71 0.48
    Pool Corp* Consumer Cyclical 16.08 0.46
    Henry Schein Inc* Healthcare 14.81 0.45
    Schlumberger Ltd* Energy -12.64 0.45
    Icon PLC* Healthcare 10.60 0.45
    Intercontinental Exchange Inc* Financial Services 7.07 0.42
    Manhattan Associates Inc* Technology -11.39 0.41
    Alphabet Inc A* Technology 12.49 0.39
    Motorola Solutions Inc* Technology 4.40 0.39
    Tractor Supply Co* Consumer Cyclical -17.68 0.39
    US Bancorp* Financial Services 1.62 0.38
    eBay Inc* Consumer Cyclical 11.35 0.38
    IDEXX Laboratories Inc* Healthcare 38.79 0.37
    Rollins Inc* Industrials 16.33 0.37

    Best 5-Year Relative Performance | More
    04-27-17

    Worst 5-Year Relative Performance | More
    04-27-17

    Lowest Expenses | More
    04-27-17

    Longest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Neuberger Berman Int Benjamin H. Nahum 15.20
    Neuberger Berman Mid Kenneth J. Turek 14.20
    Neuberger Berman Gen Judith M. Vale 14.10
    Neuberger Berman Soc Ingrid S. Dyott 13.40
    Neuberger Berman Rea Steve S. Shigekawa 9.90

    Shortest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Neuberger Berman Int David Bunan 0.40
    Neuberger Berman US Derek Devens 0.60
    Neuberger Berman Gua Charles C. Kantor 0.80
    Neuberger Berman Div William D. Hunter 1.40
    Neuberger Berman Sma Chad Bruso 1.40