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Neuberger Berman Focus Fund Advisor Class (NBFAX)

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20.80+0.76 (+3.79%)
At close: 08:01PM EDT

Neuberger Berman Focus Fund Advisor Class

Neuberger Berman Equity Funds

605 Third Ave 2nd FL

New York, NY 10158-0006

Management Information
Timothy Creedon,Lead Manager since July 26, 2011
Timothy Creedon, CFA, Managing Director, joined the firm in 2005 and is Director of Research for the Global Equity Research Department and a Portfolio Manager on the Neuberger Berman Focus Fund and the Neuberger Berman Research Opportunity Portfolio. Prior to his appointment as Director of Research, Tim served as an equity analyst covering Consumer Staples companies for the department. Previously, he spent three years working as a sell-side research associate at Lehman Brothers, also covering consumer stocks, and two years working in the Private Equity group at Lehman Brothers, where he was responsible for analyzing and executing investments in early stage telecom/media companies. Tim began his career at Merrill Lynch, where he spent two years working in Investment Banking, covering the telecommunications industry. He is a CFA charterholder and graduated magna cum laude from Georgetown University’s School of Foreign Service with a concentration in International Economics.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Large-Stock Growth
Fund FamilyNeuberger Berman
Net Assets888.39M
YTD Return-29.88%
Morningstar Rating★★★
Inception DateSep 2, 1996

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover130.00%
Average for CategoryN/A

Fees & Expenses

ExpenseNBFAXCategory Average
Annual Report Expense Ratio (net)0.00%1.12%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.37%
Max Deferred Sales LoadN/A1.26%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A