Back to homepageInstitutional ReportsSRI Financial Professionals DirectoryToolsNewsSRI Performance and TrendsAbout Us   
Mutual Fund Center

Neuberger Berman Funds (NBSTX)
General Fund Information
605 Third Avenue 2nd Floor New York, NY 10158-0180
Category:Domestic Equity Funds
Assets: ($ millions)$225.6

Account min.: 
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:26.93
Avg. P/B:6.02
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Neuberger Berman Socially Responsive Inv Fund seeks long-term growth of capital. The Fund mainly invests in common stocks of mid- to large-cap companies across many different industries. Social criteria include leadership in environmental concerns, diversity in the work force, progressive employment and workplace practices, and community relations.
Social Issues05/31/18
Shareholder activism:YES
Community investment:-
Human rights:-
Products and Services:P
Animal testing:-
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
Basic Industries1.83% 
Cap. Goods & Tech.20.04% 
Consumer Cyclicals2.38% 
Consumer Non-Cyclicals6.97% 
Non - US7.02% 
Fund Performance05/31/18
Year to date: 2.93%
Year to date: 2.93%
1 Year: 10.99%
Annualized returns:
3 Year: 9.14%
5 Year: 11.47%
10 Year: 7.88%
Since inception: 9.21%
Inception date: 03/03/97
Bear Market: -20.65%
Bear Market Period:     —    
MPT Statistics05/31/18
Alpha 3YR:-1.42
Alpha 5YR:-1.14
Beta 3YR:0.98
Beta 5YR:0.98
R. Squared 3YR:93.17
R. Squared 5YR:91.97
Sharpe 3YR:0.82
Sharpe 5YR:1.09
Std. Dev. 3YR:10.09
Std. Dev. 5YR:10.09
Sectors Pie Chart 
Sector Distribution Chart


| Reports | SRI Financial Professionals Directory | Tools | News | SRI Performance and Trends | About Us | Contact
© SRI World Group, Inc. - All rights reserved
Terms of use - Privacy Policy - OneReportTM Network