Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | NBGTX Insights | NBGTX Score | NBGTX Performance | NBGTX Manager | NBGTX News | NBGTX Allocation | NBGTX Holdings Change

Mutual Fund Insights: Neuberger Berman Guardian Tr Fund (NBGTX)

In-depth Analysis of Neuberger Berman Guardian Tr Fund (NBGTX)

Mutual fund chart: Neuberger Berman Guardian Tr Fund (NBGTX)

3 months
6 months
1 year
3 year
5 year

See Neuberger Berman Guardian Tr Fund (NBGTX) performance details as of January 31, 2010

  

    Last Trade: $10.10 on 3/19/2010, Change: -0.08 (-0.79%)
Experiment our closing price forecasting tool for Neuberger Berman Guardian Tr Fund (NBGTX) (alpha release)

  

Fund Manager - Arthur Moretti

Fund Manager Tenure: 7.2 years   [Similar Funds: NBGUX ]
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)
Moretti is a vice president of Neuberger Berman Management and a managing director of Neuberger Berman, LLC, his employer since 2001. Prior to joining the firm, he was managing director and senior portfolio manager at a private investment management firm. Moretti holds the Chartered Financial Analyst designation.  Get more insights on Arthur Moretti

  

What we like about Neuberger Berman Guardian Tr Fund (NBGTX) What we like about Neuberger Berman Guardian Tr Fund (NBGTX)

Data for Neuberger Berman Guardian Tr Fund (NBGTX) as of January 31, 2010

  • Neuberger Berman Guardian Tr Fund (NBGTX) management has been with Neuberger Berman Guardian Tr Fund for 7.2 years
  • Neuberger Berman Guardian Tr Fund (NBGTX) has good mid-term performance (3-year return -6.63% vs -7.17% Large Blend category average)
  • Neuberger Berman Guardian Tr Fund (NBGTX) has good Long-term performance (5-year return 1.02% vs 0.19% Large Blend category average)
  • Neuberger Berman Guardian Tr Fund (NBGTX) ratio of up-years vs down years is greater than 2
  • Neuberger Berman Guardian Tr Fund (NBGTX) has a Morningstar rating of 4 and above
  • Neuberger Berman Guardian Tr Fund (NBGTX) has an annual stock turnover rate of 29.00% vs Large Blend average of 80.36%. It is good that Neuberger Berman Guardian Tr management does not trade extensively for its return.
  • Neuberger Berman Guardian Tr Fund (NBGTX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.45, lower than category average of 20.52

  

What we are cautious about Neuberger Berman Guardian Tr Fund (NBGTX) What we are cautious about Neuberger Berman Guardian Tr Fund (NBGTX)

Data for Neuberger Berman Guardian Tr Fund (NBGTX) as of January 31, 2010

  • Neuberger Berman Guardian Tr Fund is a focused fund with 44.57% 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 Guardian Tr Fund (NBGTX) has a less-than-ideal short-term performance (1-year return 33.22% vs 34.15% Large Blend category average)
  • Neuberger Berman Guardian Tr Fund (NBGTX) has a higher management fee of 1.15% than its Large Blend average of 1.10%
  • Even though Neuberger Berman Guardian Tr Fund carries no load, it does have a 0.10% of 12b1 promotion, distributions, marketing expenses
See Neuberger Berman Guardian Tr Fund (NBGTX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Large Blend category?

Below are some additional Large Blend mutual funds generated out of our database

  

Neuberger Berman Guardian Tr Fund (NBGTX) Net Asset

Track net asset change of Neuberger Berman Guardian Tr fund (NBGTX)

DateNet Asset
01/2010$79.21M
11/2009$76.42M
10/2009$74.28M
More historic net asset information on Neuberger Berman Guardian Tr Fund (NBGTX)

  

Neuberger Berman Guardian Tr Fund (NBGTX) Portfolio Allocation

Track portfolio allocation change of Neuberger Berman Guardian Tr fund (NBGTX)

DateCashStockBondOther
11/20092.38%97.62%0%0%
09/20093.59%96.41%0%0%
08/20093.06%96.94%0%0%
Click here to see more historic asset allocation information on Neuberger Berman Guardian Tr Fund (NBGTX)

  

Most Recent Top 10 Holdings in Neuberger Berman Guardian Tr Fund (NBGTX)

Discover what Neuberger Berman Guardian Tr Fund (NBGTX) manager is buying

30-Nov-09
Altera Corporation [4.96%]
SCRIPPS NETWORKS INT [4.86%]
DANAHER CP [4.86%]
Intuit Inc. [4.85%]
WASHINGTN POST CO B [4.61%]
National Instruments Corporatio [4.17%]
The Charles Schwab Corporation [4.14%]
NEWFIELD EXP COM [4.11%]
ANIXTER INTL INC [4.04%]
3M COMPANY [3.97%]

30-Sep-09
SCRIPPS NETWORKS INT [5.67%]
WASHINGTN POST CO B [5.14%]
Intuit Inc. [5.09%]
Altera Corporation [5.09%]
DANAHER CP [4.98%]
National Instruments Corporatio [4.57%]
NEWFIELD EXP COM [4.2%]
The Charles Schwab Corporation [4.17%]
3M COMPANY [4.07%]
Comcast Corporation [4.07%]

31-Aug-09
SCRIPPS NETWORKS INT [5.24%]
Altera Corporation [5.02%]
WASHINGTN POST CO B [4.98%]
Intuit Inc. [4.93%]
DANAHER CP [4.73%]
National Instruments Corporatio [4.52%]
3M COMPANY [4.18%]
NEWFIELD EXP COM [4.02%]
The Charles Schwab Corporation [3.91%]
Comcast Corporation [3.88%]
Click here for Stock Holding Change Map in Neuberger Berman Guardian Tr Fund (NBGTX)

  

Related books and products to Neuberger Berman Guardian Tr Fund (NBGTX)

  

Latest News on Neuberger Berman Guardian Tr (NBGTX)

See what is happening with Neuberger Berman Guardian Tr Fund (NBGTX)

 

Books and Resources

 

 

See more information on Neuberger Berman Guardian Tr Fund (NBGTX)