Neuberger Berman Guardian Inv Neuberger Berman Equity Funds605 Third Ave 2nd FLNew York, NY 10158-0006 Map
Phone: 800-877-9700
| Category: | Large Blend | | Fund Family: | Neuberger Berman | | Net Assets: | 1.03B | | Year-to-Date Return: | -0.32% | | Yield: | 0.50% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jun-1950 |
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Mamundi S. Subhas
Lead Manager since
19-Dec-2008 | | | Subhas is a vice president of Neuberger Berman Management LLC and a senior vice president of Neuberger Berman, LLC. He joined the firm in 2001.
Subhas 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 |
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| The investment seeks long-term growth of capital; current income is a secondary goal.
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 companies with 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. It invests primarily in domestic stocks and may also invest in stocks of foreign companies. |
| Last Dividend
(16-Dec-09):
| 0.06 | | Last Cap Gain
(15-Dec-08):
| 1.29 | | Annual Holdings Turnover
(18-Mar-10):
| 29.00% | | Average for Category:
| 79.86% |
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| Expense | NGUAX | Category Avg | | Total Expense Ratio: | 0.97%
| 1.11% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$ 309 | $77 | | 5 Yr Expense Projection*: |
$ 536 | $132 | | 10 Yr Expense Projection*: |
$ 1,190 | $243 |
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