Neuberger Berman Climate Change C 605 Third Ave 2nd FL New York NY 10158-0006 Map
Phone: 800-335-9366
| Category: | Large Growth | | Fund Family: | Neuberger Berman | | Net Assets: | 210.00K | | Year-to-Date Return: | 22.45% | | Yield: | 3.38% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-May-08 |
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Ronald B. Silvestri
Lead Manager since
01-May-08 | | | Silvestri is a vice president of Neuberger Berman Management Inc. and is the utility analyst for Neuberger Berman, LLC. He joined Neuberger Berman in late 2005, having spent the previous 10 years at another firm as an analyst and portfolio manager covering global utilities, independent power producers, alternative energy, telecommunications and natural gas sectors. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in the stocks of companies that are positioned to directly or indirectly benefit from efforts to address the long-term effects of climate change ("climate change-related companies"). It may invest in companies of any market capitalization and in domestic and foreign companies, including those located in emerging markets. The fund may also invest in securities issued in initial public offerings. |
| Last Dividend
(15-Dec-08):
| 0.22 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 110.55% |
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| Expense | NBCCX | Category Avg | | Total Expense Ratio: | 1.95%
| 1.33% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 1.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ 637 | $672 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,053 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,074 |
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