• FirefoxUpgrade to the new Firefox »
  •  Dow Down0.79% Nasdaq Up0.16%

    Neuberger Berman Socially Rspns Inv (NBSRX)

    34.27 Down 0.03(0.09%) Jan 23

    Profile as of Dec 30, 2014Get Profile for:
    Neuberger Berman Socially Rspns Inv
    Neuberger Berman Equity Funds605 Third Ave 2nd FLNew York, NY 10158-0006
    Map
    Phone: 800-877-9700
    Fund Overview 
    Category:Large Growth
    Fund Family:Neuberger Berman
    Net Assets:2.46B
    Year-to-Date Return:10.50%
    Yield:0.67%
    Morningstar Rating:3 stars
    Fund Inception Date:Mar 16, 1994
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    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
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:1,000
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:100
    NBSRX can be purchased from 102 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 14, 2014) : 0.26
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jan 21, 2015) : 36.00%
    Average for Category:57.31%
    Fees & Expenses 
    ExpenseNBSRXCategory Avg
    Annual Report Expense Ratio (net):0.86%1.20%
    Prospectus Net Expense Ratio:0.86%N/A
    Prospectus Gross Expense Ratio:0.86%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.44%
    Max Deferred Sales Load: N/A2.20%
    3 Yr Expense Projection*:274532
    5 Yr Expense Projection*:477841
    10 Yr Expense Projection*:1,0611,700
    * Per $10,000 invested