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Neuberger Berman Short Duration Bond Fund (NSHLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.09-0.01 (-0.14%)
At close: 08:01PM EDT

Neuberger Berman Short Duration Bond Fund

New York, NY 10158

605 Third Ave 2nd FL

Neuberger Berman Income Funds

Management information
,Lead manager since 27 July 2022
Ashok Bhatia, CFA, Managing Director, joined the firm in 2017. Ashok is Co-Chief Investment Officer for Fixed Income, co-Head of Multi-Sector Fixed Income, and a member of Neuberger Berman's Partnership and Asset Allocation Committees and Fixed Income's Investment Strategy Committee. Previously, Ashok has held senior investment and leadership positions in several asset management firms and hedge funds, including Wells Fargo Asset Management, Balyasny Asset Management and Stark Investments. Ashok has had investment responsibilities across global fixed income and currency markets. Ashok began his career in 1993 as an investment analyst at Morgan Stanley. Ashok received a BA with high honors in Economics from the University of Michigan, Ann Arbor, and an MBA with high honors from the University of Chicago. He has been awarded the Chartered Financial Analyst designation
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryShort-Term Bond
Fund familyNeuberger Berman
Net assets166.68M
YTD return1.17%
Yield5.43%
Morningstar rating★★★★
Inception date8 Jun 1986

Fund operations

Last dividend0.13
Last cap gain-13.00
Holdings turnover65.00%
Average for categoryN/A

Fees and expenses

ExpenseNSHLXCategory average
Annual report expense ratio (net)0.35%0.68%
Prospectus net expense ratio0.35%N/A
Prospectus gross expense ratio0.57%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A2.59%
Max deferred sales loadN/A1.12%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A