Neuberger Berman Fund Family Report
 | 

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

    Total ReturnCategory Average
    Total Return25.574.01-1.7912.094.14
    Category Average27.885.05-1.638.864.92
    Assets for Each Yr*40.1642.0936.5336.8337.44
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 4.14 5.78 9.28

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $37,438 mil $1,000 5.77 94.23
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 63.57 1.19 Average
    International Stock 3.4 6.93 1.50 Average
    Municipal Bond 2.9 0.97 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
    04-21-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services -0.92 0.93
    Church & Dwight Co Inc* Consumer Defensive 14.14 0.60
    Dentsply Sirona Inc* Healthcare 8.47 0.57
    West Pharmaceutical Services Inc* Healthcare -3.15 0.56
    Sensient Technologies Corp* Basic Materials 4.15 0.52
    Tyler Technologies Inc* Technology 11.06 0.49
    AptarGroup Inc* Consumer Cyclical 6.62 0.48
    Pool Corp* Consumer Cyclical 14.26 0.46
    Henry Schein Inc* Healthcare 10.81 0.45
    Schlumberger Ltd* Energy -10.26 0.45
    Icon PLC* Healthcare 6.21 0.45
    Intercontinental Exchange Inc* Financial Services 7.43 0.42
    Manhattan Associates Inc* Technology -13.71 0.41
    eBay Inc* Consumer Cyclical 8.39 0.39
    Alphabet Inc A* Technology 8.39 0.39
    Motorola Solutions Inc* Technology 1.57 0.39
    Tractor Supply Co* Consumer Cyclical -13.15 0.39
    US Bancorp* Financial Services -1.13 0.38
    IDEXX Laboratories Inc* Healthcare 35.69 0.37
    Rollins Inc* Industrials 12.24 0.37

    Best 5-Year Relative Performance | More
    04-21-17

    Lowest Expenses | More
    04-21-17

    Longest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Neuberger Berman Int Benjamin H. Nahum 15.10
    Neuberger Berman Mid Kenneth J. Turek 14.20
    Neuberger Berman Gen Judith M. Vale 14.10
    Neuberger Berman Soc Ingrid S. Dyott 13.30
    Neuberger Berman Rea Steve S. Shigekawa 9.90

    Shortest Manager Tenure | More
    04-21-17

    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