Neuberger Berman Fund Family Report
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  • Select a Fund Family
  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return25.584.01-1.7812.0914.90
    Category Average27.885.05-1.638.8717.00
    Assets for Each Yr*40.1542.0636.5036.8239.99
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 14.90 8.11 10.84

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $39,993 mil $1,000 5.44 94.56
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 61.44 1.17 Average
    International Stock 3.4 8.65 1.39 Average
    Municipal Bond 2.6 0.95 0.95 Average
    Taxable Bond 3.0 17.87 1.08 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-15-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 25.37 0.93
    West Pharmaceutical Services Inc* Healthcare 17.01 0.58
    Pool Corp* Consumer Cyclical 26.10 0.52
    Sensient Technologies Corp* Basic Materials -2.10 0.48
    Tyler Technologies Inc* Technology 26.84 0.46
    Fair Isaac Corp* Technology 32.29 0.44
    NetScout Systems Inc* Technology -4.60 0.43
    Alphabet Inc A* Technology 35.28 0.42
    Intercontinental Exchange Inc* Financial Services 26.36 0.42
    Bank of Hawaii Corp* Financial Services -0.94 0.41
    Church & Dwight Co Inc* Consumer Defensive 12.74 0.41
    Toro Co* Industrials 16.58 0.40
    Littelfuse Inc* Technology 31.17 0.39
    IDEXX Laboratories Inc* Healthcare 33.54 0.38
    Cullen/Frost Bankers Inc* Financial Services 9.83 0.37
    Dentsply Sirona Inc* Healthcare 15.61 0.37
    Motorola Solutions Inc* Technology 14.71 0.37
    Bio-Techne Corp* Healthcare 27.19 0.36
    Schlumberger Ltd* Energy -23.66 0.36
    Manhattan Associates Inc* Technology -12.69 0.36

    Worst 5-Year Relative Performance | More
    12-15-17

    Lowest Expenses | More
    12-15-17

    Longest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    Neuberger Berman Mid Kenneth J. Turek 14.90
    Neuberger Berman Gen Judith M. Vale 14.80
    Neuberger Berman Soc Ingrid S. Dyott 14.00
    Neuberger Berman Rea Steve S. Shigekawa 10.60
    Neuberger Berman Mun James L. Iselin 9.30

    Shortest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    Neuberger Berman Cor Thanos Bardas 0.40
    Neuberger Berman Hed Derek Devens 0.70
    Neuberger Berman Int David Bunan 1.00
    Neuberger Berman US Derek Devens 1.20
    Neuberger Berman Gua Charles C. Kantor 1.50