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Mutual Fund Insights: Neuberger Berman Socially Resp Tr Fund (NBSTX)

In-depth Analysis of Neuberger Berman Socially Resp Tr Fund (NBSTX)

Mutual fund chart: Neuberger Berman Socially Resp Tr Fund (NBSTX)

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See Neuberger Berman Socially Resp Tr Fund (NBSTX) performance details as of January 31, 2010

  

    Last Trade: $15.24 on 3/18/2010, Change: -0.06 (-0.39%)
Experiment our closing price forecasting tool for Neuberger Berman Socially Resp Tr Fund (NBSTX) (alpha release)

  

Fund Manager - Arthur Moretti

Fund Manager Tenure: 8.8 years   [Similar Funds: NBSLX  NBSRX ]
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 Socially Resp Tr Fund (NBSTX) What we like about Neuberger Berman Socially Resp Tr Fund (NBSTX)

Data for Neuberger Berman Socially Resp Tr Fund (NBSTX) as of January 31, 2010

  • Neuberger Berman Socially Resp Tr Fund (NBSTX) management has been with Neuberger Berman Socially Resp Tr Fund for 8.8 years
  • Neuberger Berman Socially Resp Tr Fund (NBSTX) has good short-term performance (1-year return 34.72% vs 34.15% Large Blend category average)
  • Neuberger Berman Socially Resp Tr Fund (NBSTX) has good mid-term performance (3-year return -6.65% vs -7.17% Large Blend category average)
  • Neuberger Berman Socially Resp Tr Fund (NBSTX) has good Long-term performance (5-year return 1.08% vs 0.19% Large Blend category average)
  • Neuberger Berman Socially Resp Tr Fund (NBSTX) ratio of up-years vs down years is greater than 2
  • Neuberger Berman Socially Resp Tr Fund (NBSTX) has a Morningstar rating of 4 and above
  • Neuberger Berman Socially Resp Tr Fund (NBSTX) has an annual stock turnover rate of 36.00% vs Large Blend average of 80.36%. It is good that Neuberger Berman Socially Resp Tr management does not trade extensively for its return.
  • Neuberger Berman Socially Resp Tr Fund (NBSTX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.17, lower than category average of 20.52

  

What we are cautious about Neuberger Berman Socially Resp Tr Fund (NBSTX) What we are cautious about Neuberger Berman Socially Resp Tr Fund (NBSTX)

Data for Neuberger Berman Socially Resp Tr Fund (NBSTX) as of January 31, 2010

  • Neuberger Berman Socially Resp Tr Fund is a focused fund with 44.88% 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 Tr Fund (NBSTX) has a higher management fee of 1.13% than its Large Blend average of 1.10%
  • Even though Neuberger Berman Socially Resp Tr Fund carries no load, it does have a 0.10% of 12b1 promotion, distributions, marketing expenses
See Neuberger Berman Socially Resp Tr Fund (NBSTX) performance details as of January 31, 2010

  

  

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Neuberger Berman Socially Resp Tr Fund (NBSTX) Net Asset

Track net asset change of Neuberger Berman Socially Resp Tr fund (NBSTX)

DateNet Asset
01/2010$335.60M
11/2009$325.62M
10/2009$316.33M
More historic net asset information on Neuberger Berman Socially Resp Tr Fund (NBSTX)

  

Neuberger Berman Socially Resp Tr Fund (NBSTX) Portfolio Allocation

Track portfolio allocation change of Neuberger Berman Socially Resp Tr fund (NBSTX)

DateCashStockBondOther
11/20091.92%98.08%0%0%
09/20094.89%95.11%0%0%
08/20094.65%95.35%0%0%
Click here to see more historic asset allocation information on Neuberger Berman Socially Resp Tr Fund (NBSTX)

  

Most Recent Top 10 Holdings in Neuberger Berman Socially Resp Tr Fund (NBSTX)

Discover what Neuberger Berman Socially Resp Tr Fund (NBSTX) 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 Tr Fund (NBSTX)

  

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