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Mutual Fund Insights: Neuberger Berman Socially Resp Inv Fund (NBSRX)

In-depth Analysis of Neuberger Berman Socially Resp Inv Fund (NBSRX)

Mutual fund chart: Neuberger Berman Socially Resp Inv Fund (NBSRX)

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See Neuberger Berman Socially Resp Inv Fund (NBSRX) performance details as of February 28, 2010

Last Trade: $22.01 on 3/19/2010, Change: -0.19 (-0.86%)

Experiment our closing price forecasting tool for Neuberger Berman Socially Resp Inv Fund (NBSRX) (alpha release)

Fund Manager - Mamundi S. Subhas

Fund Manager Tenure: 1.2 years [Similar Funds: NBSLX NBSTX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)

Mamundi S. Subhas is a vice president of Neuberger Berman Management LLC and a senior vice president of Neuberger Berman, LLC. Mamundi S. Subhas joined the firm in 2001. Mamundi S. Subhas holds the Chartered Financial Analyst designation. Get more insights on Mamundi S. Subhas

What we like about Neuberger Berman Socially Resp Inv Fund (NBSRX)

Data for Neuberger Berman Socially Resp Inv Fund (NBSRX) as of February 28, 2010

Neuberger Berman Socially Resp Inv Fund (NBSRX) has good Long-term performance (5-year return 1.65% vs 0.31 % Large Blend category average)
Neuberger Berman Socially Resp Inv Fund (NBSRX) ratio of up-years vs down years is greater than 2
Neuberger Berman Socially Resp Inv Fund (NBSRX) has a Morningstar rating of 4 and above
Neuberger Berman Socially Resp Inv Fund (NBSRX) has an annual stock turnover rate of 36.00% vs Large Blend average of 79.86%. It is good that Neuberger Berman Socially Resp Inv management does not trade extensively for its return.
Neuberger Berman Socially Resp Inv Fund (NBSRX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.35, lower than category average of 20.62
Neuberger Berman Socially Resp Inv Fund (NBSRX) has a lower management fee than its Large Blend average: 0.93% vs 1.11%
Neuberger Berman Socially Resp Inv Fund (NBSRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about Neuberger Berman Socially Resp Inv Fund (NBSRX)

Data for Neuberger Berman Socially Resp Inv Fund (NBSRX) as of February 28, 2010

Neuberger Berman Socially Resp Inv Fund (NBSRX) management has been with Neuberger Berman Socially Resp Inv Fund for only 1.2 years, it is hard to judge manager's ability based on this fund's operation record
Neuberger Berman Socially Resp Inv Fund is a focused fund with 43.44% 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 Socially Resp Inv Fund (NBSRX) has a less-than-ideal short-term performance (1-year return 52.36% vs 53.54 % Large Blend category average)
Neuberger Berman Socially Resp Inv Fund (NBSRX) has a less-than-ideal mid-term performance (3-year return -4.52% vs -5.77 % Large Blend category average)

See Neuberger Berman Socially Resp Inv Fund (NBSRX) performance details as of February 28, 2010

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Neuberger Berman Socially Resp Inv Fund (NBSRX) Net Asset

Track net asset change of Neuberger Berman Socially Resp Inv fund (NBSRX)

Date	Net Asset
02/2010	$1.12B
01/2010	$623.65M
11/2009	$617.72M

More historic net asset information on Neuberger Berman Socially Resp Inv Fund (NBSRX)

Neuberger Berman Socially Resp Inv Fund (NBSRX) Portfolio Allocation

Track portfolio allocation change of Neuberger Berman Socially Resp Inv fund (NBSRX)

Date	Cash	Stock	Bond	Other
11/2009	1.92%	98.08%	0%	0%
09/2009	4.89%	95.11%	0%	0%
08/2009	4.65%	95.35%	0%	0%

Click here to see more historic asset allocation information on Neuberger Berman Socially Resp Inv Fund (NBSRX)

Most Recent Top 10 Holdings in Neuberger Berman Socially Resp Inv Fund (NBSRX)

Discover what Neuberger Berman Socially Resp Inv Fund (NBSRX) manager is buying

30-Nov-09

Altera Corporation [4.98%]
SCRIPPS NETWORKS INT [4.88%]
DANAHER CP [4.88%]
Intuit Inc. [4.86%]
WASHINGTN POST CO B [4.62%]
NEWFIELD EXP COM [4.22%]
The Charles Schwab Corporation [4.16%]
National Instruments Corporatio [4.15%]
Novo Nordisk A/S [4.09%]
ANIXTER INTL INC [4.04%]

30-Sep-09

SCRIPPS NETWORKS INT [5.54%]
WASHINGTN POST CO B [5.11%]
Intuit Inc. [5.09%]
Altera Corporation [5.06%]
DANAHER CP [4.94%]
NEWFIELD EXP COM [4.28%]
National Instruments Corporatio [4.2%]
The Charles Schwab Corporation [4.16%]
3M COMPANY [3.93%]
ANIXTER INTL INC [3.92%]

31-Aug-09

SCRIPPS NETWORKS INT [5.13%]
Altera Corporation [5%]
Intuit Inc. [4.91%]
WASHINGTN POST CO B [4.88%]
DANAHER CP [4.7%]
National Instruments Corporatio [4.11%]
NEWFIELD EXP COM [4.11%]
3M COMPANY [4.05%]
Novo Nordisk A/S [3.98%]
The Charles Schwab Corporation [3.9%]

Click here for Stock Holding Change Map in Neuberger Berman Socially Resp Inv Fund (NBSRX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.