Neuberger Berman Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return25.584.01-1.7812.096.24
    Category Average27.885.05-1.638.877.25
    Assets for Each Yr*40.1542.0636.5036.8238.20
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 6.24 6.46 10.87

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $38,200 mil $1,000 5.69 94.31
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 62.43 1.19 Average
    International Stock 3.4 7.48 1.50 Average
    Municipal Bond 3.0 0.98 0.95 Average
    Taxable Bond 3.0 18.67 1.08 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-22-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 1.98 0.90
    Pool Corp* Consumer Cyclical 15.80 0.57
    West Pharmaceutical Services Inc* Healthcare 14.02 0.54
    NetScout Systems Inc* Technology 13.97 0.51
    Sensient Technologies Corp* Basic Materials 3.42 0.51
    Dentsply Sirona Inc* Healthcare 10.72 0.46
    Church & Dwight Co Inc* Consumer Defensive 20.43 0.46
    Fair Isaac Corp* Technology 13.40 0.44
    Tyler Technologies Inc* Technology 21.87 0.44
    Bank of Hawaii Corp* Financial Services -7.88 0.43
    IDEXX Laboratories Inc* Healthcare 42.00 0.43
    Intercontinental Exchange Inc* Financial Services 14.41 0.42
    Alphabet Inc A* Technology 23.24 0.42
    Manhattan Associates Inc* Technology -10.09 0.41
    Littelfuse Inc* Technology 6.74 0.41
    Schlumberger Ltd* Energy -20.94 0.41
    Toro Co* Industrials 27.02 0.40
    Rollins Inc* Industrials 24.36 0.40
    Nexstar Media Group Inc Class A* Consumer Cyclical -8.14 0.40
    Motorola Solutions Inc* Technology 6.53 0.39

    Best 5-Year Relative Performance | More
    06-22-17

    Lowest Expenses | More
    06-22-17

    Longest Manager Tenure | More
    06-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Neuberger Berman Int Benjamin H. Nahum 15.30
    Neuberger Berman Mid Kenneth J. Turek 14.40
    Neuberger Berman Gen Judith M. Vale 14.30
    Neuberger Berman Soc Ingrid S. Dyott 13.50
    Neuberger Berman Rea Steve S. Shigekawa 10.10

    Shortest Manager Tenure | More
    06-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Neuberger Berman Hed Derek Devens 0.20
    Neuberger Berman Int David Bunan 0.50
    Neuberger Berman US Derek Devens 0.80
    Neuberger Berman Gua Charles C. Kantor 1.00
    Neuberger Berman Div William D. Hunter 1.50