Neuberger Berman Socially Resp Tr
605 Third Ave 2nd FL New York NY 10158-0006
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Phone: 800-877-9700
| Category: | Large Blend | | Fund Family: | Neuberger Berman | | Net Assets: | 327.46M | | Year-to-Date Return: | 23.86% | | Yield: | 0.56% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Mar-97 |
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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: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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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):
| 0.08 | | Last Cap Gain
(15-Dec-08):
| 0.17 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 70.87% |
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| Expense | NBSTX | Category
Avg | | Total Expense Ratio: | 1.09%
| 1.09% | | Max 12b1 Fee: | 0.10%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 347 | $774 | | 5 Yr Expense Projection*: |
$ 601 | $1,287 | | 10 Yr Expense Projection*: |
$ 1,329 | $2,366 |
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1.91% Nasdaq 
0.04 (0.30%) 
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