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Neuberger Berman Socially Rspns R3 (NRARX)

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Neuberger Berman Socially Rspns R3

Neuberger Berman Equity Funds605 Third Ave 2nd FLNew York, NY 10158-0006
Management Information
Ingrid S. Dyott,Lead Manager since December 18, 2003
Dyott is a vice president of Neuberger Berman Management and a managing director of Neuberger Berman, LLC, her employer since 1997. Between 1995 and 1997, she was a research analyst and the project director for a social research group.
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

CategoryLarge Growth
Fund FamilyNeuberger Berman
Net Assets2.42B
YTD Return11.03%
Morningstar Rating★★★
Inception DateMay 26, 2009

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover25.00%
Average for CategoryN/A

Fees & Expenses

ExpenseNRARXCategory Average
Annual Report Expense Ratio (net)1.29%1.13%
Prospectus Net Expense Ratio1.29%N/A
Prospectus Gross Expense Ratio1.29%N/A
Max 12b1 Fee0.50%N/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.77%
3 Yr Expense Projection409N/A
5 Yr Expense Projection708N/A
10 Yr Expense Projection1,556N/A