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Neuberger Berman Focus Adv (NBFAX)

26.76 +0.32 (+1.21%)
At close: 8:01 PM EDT

Fund Summary

The fund invests in a concentrated portfolio, consisting mainly of common stocks of companies of any size that are selected using a fundamental, research driven approach. It typically holds a limited number of stocks of U.S. and non-U.S. companies, including companies in emerging markets. Because of this, the fund may at times be substantially over- and under-weighted in certain economic sectors.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 34.96%
Worst 1Y Total Return --
Number of Years Up 19
Number of Years Down 8

Performance & Risk

YTD Return 7.95%
5y Average Return 7.70%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
NBFAXCategory AverageNBFAXCategory AverageNBFAXCategory Average
Alpha -4.09 0.04 -1.46 0.04 -0.63 0.02
BETA 1.09 0.01 1.02 0.01 1.04 0.01
Mean Annual Return 0.37 0.02 0.89 0.02 0.76 0.01
R-squared 89.46 0.89 90.34 0.87 89.56 0.88
Standard Deviation 19.19 0.19 19.06 0.15 16.15 0.15
Sharpe Ratio 0.08 0.01 0.45 0.01 0.47 0.01
Treynor Ratio -0.25 0.18 6.96 0.18 6.34 0.11

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