Singapore markets closed

Neuberger Berman Focus I (NFALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
26.85-0.17 (-0.63%)
As of 08:06AM EDT. Market open.

Neuberger Berman Focus I

New York, NY 10158-0006

605 Third Ave 2nd FL

Neuberger Berman Equity Funds

Management information
,Lead manager since 23 September 2019
2019 – Present Neuberger Berman 2014 – 2018 Valarc Holdings, Managing Partner, Global Equities 2007 — 2014 Eminence Capital, Portfolio Manager, International Equities 2004 — 2007 Basso Capital, Managing Director and Portfolio Manager 2002 – 2004 Advent International, Senior Associate, Private Equity 2000 - 2002 Lehman Brothers, Analyst, Private Equity Knox College, BA (Mathematics and Economics) 21 Years of Industry Experience
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq3.gif
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryWorld Large-Stock Growth
Fund familyNeuberger Berman
Net assets695.51M
YTD return10.95%
Yield0.65%
Morningstar rating★★★
Inception date20 Jun 2010

Fund operations

Last dividend0.18
Last cap gain-4.00
Holdings turnover78.00%
Average for categoryN/A

Fees and expenses

ExpenseNFALXCategory average
Annual report expense ratio (net)1.12%1.12%
Prospectus net expense ratio1.12%N/A
Prospectus gross expense ratio1.15%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.26%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A