Neuberger Berman Focus Inv
605 Third Ave 2nd FL New York NY 10158-0006
Map
Phone: 800-877-9700
| Category: | Large Blend | | Fund Family: | Neuberger Berman | | Net Assets: | 532.48M | | Year-to-Date Return: | 20.77% | | Yield: | 0.73% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Oct-55 |
|
David Levine
Lead Manager since
17-Jun-08 | | | Levine is a vice president of Neuberger Berman Management Inc. and a senior vice president of Neuberger Berman, LLC. He is a portfolio manager on the Large Cap Value team of Neuberger Berman, LLC. He joined Neuberger Berman in 1995. Levine holds the Chartered Financial Analyst designation. |
| 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 |
|
| |
| The investment seeks long-term growth of capital. The fund invests in a highly concentrated portfolio, consisting mainly of common stocks of companies of any size that are selected using a fundamental, research driven approach. It normally holds approximately 25-35 stocks. Because of the concentrated nature of investment, the fund is typically substantially over-and under-weighted in certain economic sectors. The fund is nondiversified. |
| Last Dividend
(15-Dec-08):
| 0.14 | | Last Cap Gain
(15-Dec-08):
| 2.19 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.94% |
|
| Expense | NBSSX | Category
Avg | | Total Expense Ratio: | 0.90%
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 287 | $776 | | 5 Yr Expense Projection*: |
$ 498 | $1,291 | | 10 Yr Expense Projection*: |
$ 1,108 | $2,371 |
|
|
0.12% Nasdaq 
0.38%
Profile
