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Neuberger Berman Focus Tr (NBFCX) Fund Ranking and Research

Ranking, Research and Recommendation of Neuberger Berman Focus Tr (NBFCX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Neuberger Berman Focus Tr Fund (NBFCX) ManagerFund Manager - David Levine

Fund Manager Information

Fund Manager Tenure: 11.8 years
Similar Funds: NBFAX 
Fund Family: Neuberger Berman
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)

 

Graph of Neuberger Berman Focus Tr Fund (NBFCX) ProfileNeuberger Berman Focus Tr Fund (NBFCX) Profile

Fund Profile and Description

Neuberger Berman Focus Tr Fund seeks long-term growth of capital. Neuberger Berman Focus Tr Fund invests in a highly concentrated portfolio, consisting mainly of common stocks of companies of any size that are selected using a fundamental, research driven approach. It normally holds a limited number of stocks. Because of the concentrated nature of investment, the fund is typically substantially over-and under-weighted in certain economic sectors. Neuberger Berman Focus Tr Fund is non-diversified.

 

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

Data for Neuberger Berman Focus Tr Fund (NBFCX) as of May 30, 2016

  • Neuberger Berman Focus Tr Fund (NBFCX) management has been with Neuberger Berman Focus Tr Fund for 11.8 years
  • Neuberger Berman Focus Tr Fund (NBFCX) has good mid-term performance (3-year return 9.73% vs 9.43% Large Blend category median performance)
  • Neuberger Berman Focus Tr Fund (NBFCX) has good Long-term performance (5-year return 10.44% vs 10.15% Large Blend category median performance)
  • Neuberger Berman Focus Tr Fund (NBFCX) ratio of up-years vs down years is greater than 2
  • Asset base in Neuberger Berman Focus Tr Fund (NBFCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Neuberger Berman Focus Tr Fund (NBFCX) has an annual stock turnover rate of 52.00% vs Large Blend average of 53.12%. It is good that Neuberger Berman Focus Tr management does not trade extensively for its return.

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

Data for Neuberger Berman Focus Tr Fund (NBFCX) as of May 30, 2016

  • Neuberger Berman Focus Tr Fund (NBFCX) has a less-than-ideal short-term performance (1-year return -1.70% vs -1.15% Large Blend category median performance)
  • Neuberger Berman Focus Tr Fund (NBFCX) has a Morningstar rating of 3 and below
  • Neuberger Berman Focus Tr Fund (NBFCX) is less safe compared to its Large Blend peers
  • Neuberger Berman Focus Tr Fund (NBFCX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.43 that is higher than category average of 11.67
  • Neuberger Berman Focus Tr Fund (NBFCX) has a higher expense ratio of 1.10% than its Large Blend average of 1.02%
  • 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 May 30, 2016

 

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Compare Neuberger Berman Focus Tr Fund (NBFCX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Neuberger Berman Focus Tr2.22-1.709.7310.44
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Neuberger Berman Focus Tr Fund (NBFCX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Neuberger Berman Focus Tr Fund (NBFCX) Net Asset TrackingNeuberger Berman Focus Tr (NBFCX) Fund Net Asset

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

DateNet Asset
05/2016$719.70M
03/2016$703.85M
02/2016$659.67M
More historic net asset information on Neuberger Berman Focus Tr Fund (NBFCX)

  

Graph of Neuberger Berman Focus Tr Fund (NBFCX) Portfolio TrackingNeuberger Berman Focus Tr (NBFCX) Fund Portfolio Allocation

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

DateCashStockBondOther
04/20162.68%97.32%0%0%
01/20161.3%98.7%0%0%
12/20150.55%99.45%0%0%
Click here to see more historic asset allocation information on Neuberger Berman Focus Tr Fund (NBFCX)

 

graph of Neuberger Berman Focus Tr Fund (NBFCX) Top 10 Position TrackingTop 10 Holdings in Neuberger Berman Focus Tr (NBFCX) Fund

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

Apr 29, 2016
T-Mobile US, Inc. [4.89%]
Willis Towers Watson Public Lim [4.87%]
JP Morgan Chase & Co. Common St [4.57%]
Stanley Black & Decker, Inc. Co [4.23%]
Eli Lilly and Company Common St [4.13%]
Teva Pharmaceutical Industries [4.06%]
Newell Brands Inc. Common Stock [3.79%]
Concho Resources Inc. Common St [3.76%]
Delta Air Lines, Inc. Common St [3.66%]
Coca-Cola Company (The) Common [3.37%]

Jan 30, 2016
T-Mobile US, Inc. [5.32%]
JP Morgan Chase & Co. Common St [5.05%]
Willis Towers Watson Public Lim [4.87%]
Teva Pharmaceutical Industries [4.84%]
Eli Lilly and Company Common St [4.7%]
Stanley Black & Decker, Inc. Co [3.93%]
Coca-Cola Company (The) Common [3.84%]
Concho Resources Inc. Common St [3.67%]
Delta Air Lines, Inc. Common St [3.45%]
Newell Brands Inc. Common Stock [3.44%]

Dec 30, 2015
Willis Towers Watson Public Lim [5.12%]
JP Morgan Chase & Co. Common St [5.09%]
Teva Pharmaceutical Industries [5.07%]
Eli Lilly and Company Common St [4.66%]
Stanley Black & Decker, Inc. Co [4.04%]
T-Mobile US, Inc. [3.85%]
Delta Air Lines, Inc. Common St [3.69%]
Newell Rubbermaid Inc. Common S [3.55%]
Coca-Cola Company (The) Common [3.49%]
EOG Resources, Inc. Common Stoc [3.05%]
Click here for Stock Holding Change Map in Neuberger Berman Focus Tr Fund (NBFCX)

  

Latest News on Neuberger Berman Focus Tr (NBFCX) Fund

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