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Monday, November 30, 2009, 11:37PM ET - U.S. Markets Closed. Dow Up 0.34% Nasdaq Up 0.29%
Neuberger Berman AMT Balanced I (NBABX)On Nov 30: 8.69   0.00 (0.00%)  
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Profile  As of 31-Oct-09Get Profile for:
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
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FUND OVERVIEW 
Category:Moderate Allocation
Fund Family:Neuberger Berman
Net Assets:15.86M
Year-to-Date Return:15.53%
Yield:3.24%
Morningstar Rating:2 stars
Fund Inception Date:28-Feb-89
MORNINGSTAR STYLE BOX 
Moderate Allocation
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
Thomas A. Sontag
Lead Manager since 20-Mar-06
Sontag is a portfolio manager of the company.
INVESTMENT INFORMATION 
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
NBABX can be purchased from 3 brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
Last Dividend (15-Oct-09): 0.28
Last Cap Gain (28-Feb-01): 5.29
Annual Holdings Turnover 57.00%
Average for Category: 81.32%
FEES & EXPENSES 
ExpenseNBABXCategory
Avg
Total Expense Ratio:1.00% 1.02%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.28%
Max Deferred Sales Load:% 2.73%
3 Yr Expense Projection*: $ 409$631
5 Yr Expense Projection*: $ 708$951
10 Yr Expense Projection*: $ 1,556$1,858
* Per $10,000 invested


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