Nasdaq - Delayed Quote • USD
Neuberger Berman Focus Trust (NBFCX)
At close: April 26 at 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 | 35.14% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 23 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | 8.07% |
| 5y Average Return | 7.91% |
| Rank in Category (ytd) | 38 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| NBFCX | Category Average | NBFCX | Category Average | NBFCX | Category Average | |
| Alpha | -3.87 | 0.04 | -1.27 | 0.04 | -0.46 | 0.02 |
| BETA | 1.09 | 0.01 | 1.02 | 0.01 | 1.04 | 0.01 |
| Mean Annual Return | 0.39 | 0.02 | 0.91 | 0.02 | 0.77 | 0.01 |
| R-squared | 89.41 | 0.89 | 90.31 | 0.87 | 89.6 | 0.88 |
| Standard Deviation | 19.23 | 0.19 | 19.1 | 0.15 | 16.17 | 0.15 |
| Sharpe Ratio | 0.09 | 0.01 | 0.46 | 0.01 | 0.48 | 0.01 |
| Treynor Ratio | -0.04 | 0.18 | 7.16 | 0.18 | 6.52 | 0.11 |
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