Neuberger Berman Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return4.01-1.7812.0915.68--
    Category Average5.05-1.638.8717.842.00
    Assets for Each Yr*42.0636.5036.8239.5939.59
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 15.67 8.39 10.71

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $39,594 mil $1,000 5.31 94.69
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 60.70 1.17 Average
    International Stock 3.4 8.90 1.39 Average
    Municipal Bond 2.6 0.98 0.94 Average
    Taxable Bond 3.1 18.02 1.02 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-16-18

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 5.51 0.93
    West Pharmaceutical Services Inc* Healthcare -0.85 0.58
    Pool Corp* Consumer Cyclical -0.69 0.52
    Sensient Technologies Corp* Basic Materials -1.56 0.48
    Tyler Technologies Inc* Technology 7.11 0.46
    Fair Isaac Corp* Technology 4.28 0.44
    NetScout Systems Inc* Technology -11.00 0.43
    Alphabet Inc A* Technology 7.34 0.42
    Intercontinental Exchange Inc* Financial Services 5.70 0.42
    Bank of Hawaii Corp* Financial Services 1.05 0.41
    Church & Dwight Co Inc* Consumer Defensive -1.83 0.41
    Toro Co* Industrials 1.38 0.40
    Littelfuse Inc* Technology 3.91 0.39
    IDEXX Laboratories Inc* Healthcare 12.61 0.38
    Cullen/Frost Bankers Inc* Financial Services 6.29 0.37
    Dentsply Sirona Inc* Healthcare -0.27 0.37
    Motorola Solutions Inc* Technology 6.11 0.37
    Bio-Techne Corp* Healthcare 8.27 0.36
    Schlumberger Ltd* Energy 14.51 0.36
    Manhattan Associates Inc* Technology 4.91 0.36

    Best 5-Year Relative Performance | More
    01-16-18

    Worst 5-Year Relative Performance | More
    01-16-18

    Lowest Expenses | More
    01-16-18

    Longest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Neuberger Berman Mid Kenneth J. Turek 15.00
    Neuberger Berman Gen Judith M. Vale 14.90
    Neuberger Berman Soc Ingrid S. Dyott 14.10
    Neuberger Berman Rea Steve S. Shigekawa 10.60
    Neuberger Berman Mun James L. Iselin 9.40

    Shortest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Neuberger Berman Cor Thanos Bardas 0.50
    Neuberger Berman Hed Derek Devens 0.80
    Neuberger Berman Int David Bunan 1.10
    Neuberger Berman US Derek Devens 1.30
    Neuberger Berman Gua Charles C. Kantor 1.60