Neuberger Berman Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-1.7812.0515.68-6.1116.26
    Category Average-1.959.3617.33-6.1114.37
    Assets for Each Yr*36.3436.6239.4132.3035.37
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 16.26 9.29 6.99

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $35,366 mil $1,000 4.49 95.51
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 62.35 1.18 Average
    International Stock 3.2 9.73 1.39 Average
    Municipal Bond 2.9 1.05 0.97 Average
    Taxable Bond 3.0 17.00 1.03 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Neuberger Berman Mid Kenneth J. Turek 16.60
    Neuberger Berman Gen Judith M. Vale 16.50
    Neuberger Berman Sus Ingrid S. Dyott 15.70
    Neuberger Berman Rea Steve S. Shigekawa 12.30
    Neuberger Berman Mun James L. Iselin 11.00

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Neuberger Berman Int Jacob Gamerman 0.00
    Neuberger Berman Mul Ray Carroll 1.30
    Neuberger Berman Hed Derek Devens 1.50
    Neuberger Berman US Derek Devens 1.80
    Neuberger Berman Int David Bunan 2.80