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Neuberger Berman Funds (NBSRX)
General Fund Information
605 Third Avenue 2nd Floor New York, NY 10158-0180
Category:Domestic Equity Funds
Assets: ($ millions)$763.1

Account min.:$1,000
Reinvest. min.:$100
IRA account min.: 
IRA reinvest min.: 
Max. defer. load:0.00%
Max. front load:0.00%
Avg. P/E:26.71
Avg. P/B:5.50
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 Issues11/30/17
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 Performance11/30/17
Year to date: 16.75%
Year to date: 16.75%
1 Year: 18.78%
Annualized returns:
3 Year: 8.71%
5 Year: 14.56%
10 Year: 7.51%
Since inception: 9.41%
Inception date: 03/16/94
Bear Market: -20.58%
Bear Market Period:     —    
MPT Statistics11/30/17
Alpha 3YR:-1.58
Alpha 5YR:-1.20
Beta 3YR:0.96
Beta 5YR:1.01
R. Squared 3YR:91.97
R. Squared 5YR:89.75
Sharpe 3YR:0.83
Sharpe 5YR:1.41
Std. Dev. 3YR:10.11
Std. Dev. 5YR:10.11
Sectors Pie Chart 
Sector Distribution Chart


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