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    Neuberger Berman Socially Rspns Inv (NBSRX)

    33.04 Up 0.16(0.49%) May 25

    Profile as of Apr 29, 2016Get 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:2.27B
    Year-to-Date Return:0.80%
    Yield:0.64%
    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 
    Mamundi S. Subhas
    Lead Manager since Dec 31, 2008
    Subhas is a vice president of Neuberger Berman Management LLC and a senior vice president of Neuberger Berman, LLC. He joined the firm in 2001. Subhas holds 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:N/A
    Min Subsequent Investment, AIP:100
    NBSRX can be purchased from 106 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.

    Fund Operations 
    Last Dividend (Dec 16, 2015) : 0.00
    Last Cap Gain : 0.00
    Annual Holdings Turnover (May 23, 2016) : 28.00%
    Average for Category:53.15%
    Fees & Expenses 
    ExpenseNBSRXCategory Avg
    Annual Report Expense Ratio (net):0.85%1.17%
    Prospectus Net Expense Ratio:0.85%N/A
    Prospectus Gross Expense Ratio:0.85%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.47%
    Max Deferred Sales Load: N/A2.05%
    3 Yr Expense Projection*:271505
    5 Yr Expense Projection*:471797
    10 Yr Expense Projection*:1,0491,627
    * Per $10,000 invested