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Neuberger Berman Socially Rspns Inst (NBSLX)

36.89 Down 0.04(0.11%) Aug 28

Profile as of Jul 30, 2014Get Profile for:
Neuberger Berman Socially Rspns Inst
Neuberger Berman Equity Funds605 Third Ave 2nd FLNew York, NY 10158-0006
Map
Phone: 877-628-2583
Fund Overview 
Category:Large Growth
Fund Family:Neuberger Berman
Net Assets:2.38B
Year-to-Date Return:2.55%
Yield:0.93%
Morningstar Rating:4 stars
Fund Inception Date:Nov 28, 2007
Morningstar Style Box 
Large Growth
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Management Information 
Arthur S. Moretti
Lead Manager since Jun 18, 2001
Arthur Moretti, CFA, Managing Director, joined the firm in 2001. Arthur is the team leader and Senior Portfolio Manager of the Core Equity and SRI strategies. Prior to joining the firm, he was a managing director and senior portfolio manager of Eagle Capital Management. Previously, Arthur held senior fund analyst, associate portfolio manager and senior portfolio manager positions at Merrill Lynch Asset Management. He was also an equity derivatives products trader at First Boston Corp., and began his career as an options and futures analyst at Donaldson, Lufkin and Jenrette. Arthur earned a BA from Georgetown University and an MA in Economics from Princeton, and has been awarded the Chartered Financial Analyst designation.
Investment Information 
Min Initial Investment:1,000,000
Min Initial Investment, IRA:1,000,000
Min Initial Investment, AIP:1,000,000
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:100
NBSLX can be purchased from 61 brokerages.

Fund Summary 
The investment seeks long-term growth of capital by investing primarily in securities of companies that meet the fund's financial criteria and social policy. The fund invests primarily in common stocks of mid- to large-capitalization companies that meet the fund's social policy. It seeks to reduce risk by investing across many different industries. The Portfolio Managers employ a research driven and valuation sensitive approach to stock selection, with a long term perspective. Although the fund invests primarily in domestic stocks, it may also invest in stocks of foreign companies.

Fund Operations 
Last Dividend (Dec 15, 2013) : 0.35
Last Cap Gain : 0.00
Annual Holdings Turnover (Aug 27, 2014) : 35.00%
Average for Category:46.27%
Fees & Expenses 
ExpenseNBSLXCategory Avg
Annual Report Expense Ratio (net):0.69%1.20%
Prospectus Net Expense Ratio:0.69%N/A
Prospectus Gross Expense Ratio:0.69%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.45%
Max Deferred Sales Load: N/A2.30%
3 Yr Expense Projection*:221548
5 Yr Expense Projection*:384869
10 Yr Expense Projection*:8591,749
* Per $10,000 invested