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    Neuberger Berman Socially Rspns R3 (NRARX)

    21.40 Down 0.10(0.47%) Feb 27

    Profile as of Jan 30, 2015Get Profile for:
    Neuberger Berman Socially Rspns R3
    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:-2.44%
    Yield:0.83%
    Morningstar Rating:3 stars
    Fund Inception Date:May 27, 2009
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Ingrid Dyott
    Lead Manager since Dec 19, 2003
    Dyott is a vice president of Neuberger Berman Management and a managing director of Neuberger Berman, LLC, her employer since 1997. Between 1995 and 1997, she was a research analyst and the project director for a social research group.
    Investment Information 
    Min Initial Investment:0
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    NRARX can be purchased from 38 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) : 0.20
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Feb 25, 2015) : 36.00%
    Average for Category:57.83%
    Fees & Expenses 
    ExpenseNRARXCategory Avg
    Annual Report Expense Ratio (net):1.29%1.20%
    Prospectus Net Expense Ratio:1.29%N/A
    Prospectus Gross Expense Ratio:1.29%N/A
    Max 12b1 Fee:0.50%N/A
    Max Front End Sales Load:N/A5.44%
    Max Deferred Sales Load: N/A2.20%
    3 Yr Expense Projection*:409531
    5 Yr Expense Projection*:708839
    10 Yr Expense Projection*:1,5561,695
    * Per $10,000 invested