Neuberger Berman Socially Resp Inst
605 Third Ave 2nd FL New York NY 10158-0006
Map
Phone: 800-877-9700
| Category: | Large Blend | | Fund Family: | Neuberger Berman | | Net Assets: | 81.75M | | Year-to-Date Return: | 24.22% | | Yield: | 0.58% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Nov-07 |
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Arthur Moretti
Lead Manager since
18-Jun-01 | | | Moretti is a vice president of Neuberger Berman Management and a managing director of Neuberger Berman, LLC, his employer since 2001. Prior to joining the firm, he was managing director and senior portfolio manager at a private investment management firm. Moretti holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $1,000,000 | | Min Initial Investment, AIP: | $1,000,000 | | Min Subsequent Investment: | NaN | | 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 invests mainly in common stocks of mid- to large-capitalization companies. It seeks to reduce risk by investing across many different industries. The fund looks for solid balance sheets, strong management teams with a track record of success, good cash flow, the prospect for above average earnings growth, and other valuation-related factors. |
| Last Dividend
(15-Dec-08):
| 0.12 | | Last Cap Gain
(15-Dec-08):
| 0.25 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 70.87% |
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| Expense | NBSLX | Category
Avg | | Total Expense Ratio: | 0.75%
| 1.09% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 240 | $774 | | 5 Yr Expense Projection*: |
$ 422 | $1,287 | | 10 Yr Expense Projection*: |
$ 948 | $2,366 |
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2.03% Nasdaq 
0.06 (0.31%) 
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