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Mutual Fund Insights: Neuberger Berman Focus Tr Fund (NBFCX)

In-depth Analysis of Neuberger Berman Focus Tr Fund (NBFCX)

Mutual fund chart: Neuberger Berman Focus Tr Fund (NBFCX)

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See Neuberger Berman Focus Tr Fund (NBFCX) performance details as of January 31, 2010

  

    Last Trade: $13.46 on 3/18/2010, Change: 0.00 (0%)
Experiment our closing price forecasting tool for Neuberger Berman Focus Tr Fund (NBFCX) (alpha release)

  

Fund ManagerFund Manager - David Levine

Fund Manager Tenure: 1.8 years   [Similar Funds: NBFAX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Levine is a vice president of Neuberger Berman Management Inc. and a senior vice president of Neuberger Berman, LLC. He is a portfolio manager on the Large Cap Value team of Neuberger Berman, LLC. He joined Neuberger Berman in 1995. Levine holds the Chartered Financial Analyst designation.  Get more insights on David Levine

  

What we like about Neuberger Berman Focus Tr Fund (NBFCX) What we like about Neuberger Berman Focus Tr Fund (NBFCX)

Data for Neuberger Berman Focus Tr Fund (NBFCX) as of January 31, 2010

  • Neuberger Berman Focus Tr Fund (NBFCX) has good short-term performance (1-year return 34.49% vs 34.15% Large Blend category average)

  

What we are cautious about Neuberger Berman Focus Tr Fund (NBFCX) What we are cautious about Neuberger Berman Focus Tr Fund (NBFCX)

Data for Neuberger Berman Focus Tr Fund (NBFCX) as of January 31, 2010

  • Neuberger Berman Focus Tr Fund (NBFCX) management has been with Neuberger Berman Focus Tr Fund for only 1.8 years, it is hard to judge manager's ability based on this fund's operation record
  • Neuberger Berman Focus Tr Fund is a focused fund with 44.45% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Neuberger Berman Focus Tr Fund (NBFCX) has a less-than-ideal mid-term performance (3-year return -8.15% vs -7.17% Large Blend category average)
  • Neuberger Berman Focus Tr Fund (NBFCX) has a less-than-ideal Long-term performance (5-year return -1.75% vs 0.19% Large Blend category average)
  • Neuberger Berman Focus Tr Fund (NBFCX) ratio of up-years vs down years can be improved
  • Neuberger Berman Focus Tr Fund (NBFCX) has a Morningstar rating of 3 and below
  • Neuberger Berman Focus Tr Fund (NBFCX) has an annual stock turnover rate of 89.00% that is higher than the Large Blend average of 80.36%. This could mean Neuberger Berman Focus Tr is more nimble, but also signal potential high tax impact and high trading fees
  • Neuberger Berman Focus Tr Fund (NBFCX) does not have a good risk adjusted return as its 3-year Alpha of -0.41 is worse than category average of 0.23, and its 3-year Sharpe ratio is -0.38
  • Neuberger Berman Focus Tr Fund (NBFCX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.24 that is higher than category average of 20.52
  • Neuberger Berman Focus Tr Fund (NBFCX) has a higher management fee of 1.26% than its Large Blend average of 1.10%
  • Even though Neuberger Berman Focus Tr Fund carries no load, it does have a 0.10% of 12b1 promotion, distributions, marketing expenses
See Neuberger Berman Focus Tr Fund (NBFCX) performance details as of January 31, 2010

  

  

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Neuberger Berman Focus Tr Fund (NBFCX) Net Asset

Track net asset change of Neuberger Berman Focus Tr fund (NBFCX)

DateNet Asset
01/2010$23.63M
11/2009$23.45M
10/2009$22.86M
More historic net asset information on Neuberger Berman Focus Tr Fund (NBFCX)

  

Neuberger Berman Focus Tr Fund (NBFCX) Portfolio Allocation

Track portfolio allocation change of Neuberger Berman Focus Tr fund (NBFCX)

DateCashStockBondOther
11/20092.42%97.59%0%0%
09/20093.45%96.56%0%0%
08/20093.41%96.59%0%0%
Click here to see more historic asset allocation information on Neuberger Berman Focus Tr Fund (NBFCX)

  

Most Recent Top 10 Holdings in Neuberger Berman Focus Tr Fund (NBFCX)

Discover what Neuberger Berman Focus Tr Fund (NBFCX) manager is buying

30-Nov-09
XTO ENERGY INC [5.04%]
JP MORGAN CHASE CO [5.01%]
OCCIDENTAL PET [4.79%]
INTL BUSINESS MACH [4.56%]
Microsoft Corporation [4.55%]
COVIDIEN PLC [4.43%]
HEWLETT PACKARD CO [4.3%]
INGERSOLL RAND LTD A [4.14%]
WAL MART STORES [3.89%]
ROCKWELL AUTOMAT INC [3.74%]

30-Sep-09
OCCIDENTAL PET [5.22%]
JP MORGAN CHASE CO [5.13%]
XTO ENERGY INC [4.97%]
COVIDIEN PLC [4.51%]
Microsoft Corporation [4.16%]
HEWLETT PACKARD CO [4.11%]
ROCKWELL AUTOMAT INC [4%]
BANK OF NY MELLON CP [3.96%]
INGERSOLL RAND LTD A [3.56%]
WAL MART STORES [3.39%]

31-Aug-09
JP MORGAN CHASE CO [5.48%]
OCCIDENTAL PET [5.21%]
XTO ENERGY INC [5%]
BANK OF NY MELLON CP [4.69%]
COVIDIEN PLC [4.41%]
ROCKWELL AUTOMAT INC [4.11%]
Intel Corporation [3.85%]
Microsoft Corporation [3.82%]
INGERSOLL RAND LTD A [3.76%]
HEWLETT PACKARD CO [3.75%]
Click here for Stock Holding Change Map in Neuberger Berman Focus Tr Fund (NBFCX)

  

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