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Neuberger Berman Funds (NBSTX)
General Fund Information
605 Third Avenue 2nd Floor New York, NY 10158-0180
(800) 877-9700www.nb.com
Category:Domestic Equity Funds
Style:Growth
Assets: ($ millions)$237.3

Account min.: 
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Type:Large-Cap
Expenses:1.03%
Max. defer. load: 
Max. front load: 
Avg. P/E:25.58
Avg. P/B:5.36
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 Issues10/31/17
Shareholder activism:YES
Community investment:-
Environment:P
Human rights:-
Employment:P
Products and Services:P
Weapons:X
Animal testing:-
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X
Other:

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% 
Energy6.53% 
Finance25.93% 
Miscellaneous10.47% 
Non - US7.02% 
Transportation6.88% 
Utilities11.94% 
Fund Performance10/31/17
Year to date: 13.34%
Year to date: 13.34%
1 Year: 19.72%
Annualized returns:
3 Year: 8.53%
5 Year: 14.22%
10 Year: 6.79%
Since inception: 9.12%
Inception date: 03/03/97
Bear Market: -20.65%
Bear Market Period:     —    
MPT Statistics10/31/17
Alpha 3YR:-1.64
Alpha 5YR:-0.97
Beta 3YR:0.96
Beta 5YR:1.01
R. Squared 3YR:92.01
R. Squared 5YR:89.15
Sharpe 3YR:0.82
Sharpe 5YR:1.38
Std. Dev. 3YR:10.08
Std. Dev. 5YR:10.08
Sectors Pie Chart 
Sector Distribution Chart

 

 
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