Neuberger Berman Socially Rspns Inv (NBSRX)
* As of 31-Dec-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.86%|
Performance & Risk
|5y Avg Return:||15.10%|
|Rank in Category (ytd):||47|
|% Rank in Category (ytd):||2.75%|
|Morningstar Risk Rating:||2|
The investment seeks long-term growth of capital by investing primarily in securities of companies that meet the fund's financial criteria and social policy.
The fund invests primarily in common stocks of mid- to large-capitalization companies that meet the fund's social policy. It seeks to reduce risk by investing across many different industries. The Portfolio Managers employ a research driven and valuation sensitive approach to stock selection, with a long term perspective. Although the fund invests primarily in domestic stocks, it may also invest in stocks of foreign companies. View More