Neuberger Berman AMT Balanced I
Neuberger Berman Advisers Management Tr 605 Third Ave 2nd Suite 1620 New York, NY 100
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Phone: 800-877-9700
| Category: | Moderate Allocation | | Fund Family: | Neuberger Berman | | Net Assets: | 16.18M | | Year-to-Date Return: | 16.36% | | Yield: | 4.76% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Feb-89 |
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Thomas A. Sontag
Lead Manager since
20-Mar-06 | | | Sontag is a portfolio manager of the company. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital growth and reasonable current income without undue risk to principal. The fund primarily invests in the equity securities of mid-capitalization companies and other debt securities from U.S. government and corporate issuers. The fund normally invests between 50% and 70% of assets in equity investments. |
| Last Dividend
(15-Oct-08):
| 0.42 | | Last Cap Gain
(28-Feb-01):
| 5.29 | | Annual Holdings Turnover
| 57.00% | | Average for Category:
| 74.74% |
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| Expense | NBABX | Category
Avg | | Total Expense Ratio: | 1.00%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 409 | $632 | | 5 Yr Expense Projection*: |
$ 708 | $951 | | 10 Yr Expense Projection*: |
$ 1,556 | $1,857 |
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0.17% Nasdaq 0.00%
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