Neuberger Berman Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return25.584.01-1.7812.095.48
    Category Average27.885.05-1.638.876.39
    Assets for Each Yr*40.1542.0636.5036.8237.75
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 5.48 6.59 9.62

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $37,750 mil $1,000 5.69 94.31
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 63.36 1.19 Average
    International Stock 3.4 7.14 1.50 Average
    Municipal Bond 3.0 0.97 0.95 Average
    Taxable Bond 3.0 18.70 1.08 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-26-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 0.06 0.89
    Pool Corp* Consumer Cyclical 15.94 0.57
    West Pharmaceutical Services Inc* Healthcare 14.70 0.54
    NetScout Systems Inc* Technology 16.83 0.51
    Sensient Technologies Corp* Basic Materials 3.36 0.51
    Dentsply Sirona Inc* Healthcare 8.80 0.46
    Church & Dwight Co Inc* Consumer Defensive 16.50 0.46
    Fair Isaac Corp* Technology 12.02 0.44
    IDEXX Laboratories Inc* Healthcare 42.88 0.43
    Tyler Technologies Inc* Technology 19.42 0.43
    Alphabet Inc A* Technology 25.34 0.42
    Bank of Hawaii Corp* Financial Services -10.62 0.42
    Intercontinental Exchange Inc* Financial Services 7.32 0.41
    Schlumberger Ltd* Energy -15.91 0.41
    Littelfuse Inc* Technology 7.56 0.40
    Manhattan Associates Inc* Technology -10.88 0.40
    Rollins Inc* Industrials 28.21 0.40
    Nexstar Media Group Inc Class A* Consumer Cyclical -5.61 0.40
    Eagle Materials Inc* Basic Materials -3.39 0.39
    Toro Co* Industrials 20.42 0.39

    Best 5-Year Relative Performance | More
    05-26-17

    Lowest Expenses | More
    05-26-17

    Longest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Neuberger Berman Int Benjamin H. Nahum 15.20
    Neuberger Berman Mid Kenneth J. Turek 14.30
    Neuberger Berman Gen Judith M. Vale 14.20
    Neuberger Berman Soc Ingrid S. Dyott 13.40
    Neuberger Berman Rea Steve S. Shigekawa 10.00

    Shortest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Neuberger Berman Int David Bunan 0.50
    Neuberger Berman US Derek Devens 0.70
    Neuberger Berman Gua Charles C. Kantor 0.90
    Neuberger Berman Div William D. Hunter 1.40
    Neuberger Berman Sma Chad Bruso 1.50