Neuberger Berman Short Duration Bd Inv 605 Third Ave 2nd FL New York NY 10158 Map
Phone: 800-877-9700
| Category: | Short-Term Bond | | Fund Family: | Neuberger Berman | | Net Assets: | 51.91M | | Year-to-Date Return: | 13.03% | | Yield: | 4.70% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Jun-86 |
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Thomas Sontag
Lead Manager since
28-Feb-07 | | | Sontag is a vice president of Neuberger Berman Management Inc. and a managing director of Neuberger Berman, LLC and Lehman Brothers Asset Management LLC. He has managed portfolios for Lehman Brothers Asset Management LLC since 2004. Before joining Lehman Brothers Asset Management LLC, Sontag was a portfolio manager at another firm for six years. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks the highest available current income consistent with liquidity and low risk to principal; total return is a secondary goal. The fund invests mainly in investment-grade bonds and other debt securities from U.S. government and corporate issuers. These may include mortgage- and asset backed securities. It may invest up to 10% of assets in securities that are below investment-grade, provided that they are rated at least B or be of comparable quality. It maintains an average portfolio duration of two years or less. |
| Last Dividend
(30-Nov-09):
| 0.03 | | Last Cap Gain
(31-Dec-93):
| 0.06 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 114.02% |
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| Expense | NSBIX | Category Avg | | Total Expense Ratio: | %
| 0.91% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 2.62% | | Max Deferred Sales Load: | %
| 2.12% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $406 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $646 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,332 |
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