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Neuberger Berman Guardian C (NGDCX) Fund Ranking and Research

Ranking, Research and Recommendation of Neuberger Berman Guardian C (NGDCX) Fund

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

 

Graph of Neuberger Berman Guardian C Fund (NGDCX) ManagerFund Manager - Charles C. Kantor

Fund Manager Information

Fund Manager Tenure: 4.5 years
Similar Funds: NGDAX  NGDLX  NGDRX 
Fund Family: Neuberger Berman
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)

 

Graph of Neuberger Berman Guardian C Fund (NGDCX) ProfileNeuberger Berman Guardian C Fund (NGDCX) Profile

Fund Profile and Description

Neuberger Berman Guardian C Fund seeks long-term growth of capital; current income is a secondary goal. Neuberger Berman Guardian C Fund invests mainly in common stocks of mid- to large-capitalization companies. It seeks to reduce risk by investing across many different industries. Neuberger Berman Guardian C Fund looks for companies with solid balance sheets, strong management teams with a track record of success, good cash flow, the prospect for above-average earnings growth, and other valuation-related factors. It invests primarily in domestic stocks and may also invest in stocks of foreign companies.

 

Neuberger Berman Guardian C (NGDCX) Fund Strength What we like about Neuberger Berman Guardian C (NGDCX) Fund

Data for Neuberger Berman Guardian C Fund (NGDCX) as of May 30, 2016

  • Neuberger Berman Guardian C Fund (NGDCX) management has been with Neuberger Berman Guardian C Fund for 4.5 years
  • Neuberger Berman Guardian C Fund (NGDCX) ratio of up-years vs down years is greater than 2
  • Neuberger Berman Guardian C Fund (NGDCX) has an annual stock turnover rate of 31.00% vs Large Growth average of 50.46%. It is good that Neuberger Berman Guardian C management does not trade extensively for its return.
  • Neuberger Berman Guardian C Fund (NGDCX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.66, lower than category average of 12.75

Neuberger Berman Guardian C Fund (NGDCX) Weakness What we are cautious about Neuberger Berman Guardian C (NGDCX) Fund

Data for Neuberger Berman Guardian C Fund (NGDCX) as of May 30, 2016

  • Neuberger Berman Guardian C Fund (NGDCX) has a less-than-ideal short-term performance (1-year return -3.36% vs -1.74% Large Growth category median performance)
  • Neuberger Berman Guardian C Fund (NGDCX) has a less-than-ideal mid-term performance (3-year return 7.55% vs 10.74% Large Growth category median performance)
  • Neuberger Berman Guardian C Fund (NGDCX) has a less-than-ideal Long-term performance (5-year return 7.44% vs 10.14% Large Growth category median performance)
  • Neuberger Berman Guardian C Fund (NGDCX) has a Morningstar rating of 3 and below
  • Neuberger Berman Guardian C Fund (NGDCX) has a higher expense ratio of 1.83% than its Large Growth average of 1.17%
  • Neuberger Berman Guardian C Fund (NGDCX) carries a 1% load
See Neuberger Berman Guardian C Fund (NGDCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Neuberger Berman Guardian C Fund (NGDCX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Neuberger Berman Guardian C3.41-3.367.557.44
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Neuberger Berman Guardian C Fund (NGDCX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Neuberger Berman Guardian C Fund (NGDCX) Net Asset TrackingNeuberger Berman Guardian C (NGDCX) Fund Net Asset

Track net asset change of Neuberger Berman Guardian C fund (NGDCX)

DateNet Asset
05/2016$1.14B
03/2016$1.14B
02/2016$1.09B
More historic net asset information on Neuberger Berman Guardian C Fund (NGDCX)

  

Graph of Neuberger Berman Guardian C Fund (NGDCX) Portfolio TrackingNeuberger Berman Guardian C (NGDCX) Fund Portfolio Allocation

Track portfolio allocation change of Neuberger Berman Guardian C fund (NGDCX)

DateCashStockBondOther
04/20166.94%93.06%0%0%
01/20166.66%93.34%0%0%
12/20155.02%94.97%0%0.01%
Click here to see more historic asset allocation information on Neuberger Berman Guardian C Fund (NGDCX)

 

graph of Neuberger Berman Guardian C Fund (NGDCX) Top 10 Position TrackingTop 10 Holdings in Neuberger Berman Guardian C (NGDCX) Fund

Discover what Neuberger Berman Guardian C Fund (NGDCX) manager is buying

Apr 29, 2016
DaVita HealthCare Partners Inc. [3.54%]
Apple Inc. [2.95%]
U.S. Bancorp Common Stock [2.78%]
ENBRIDGE INC [2.71%]
ConAgra Foods, Inc. Common Stoc [2.55%]
Schlumberger N.V. Common Stock [2.52%]
CVS Health Corporation Common S [2.5%]
Alphabet Inc. [2.49%]
eBay Inc. [2.47%]
Brookfield Asset Management Inc Class A [2.45%]

Jan 30, 2016
WEC Energy Group, Inc. Common S [4.31%]
TJX Companies, Inc. (The) Commo [3.52%]
DaVita HealthCare Partners Inc. [3.42%]
U.S. Bancorp Common Stock [3.08%]
ENBRIDGE INC [2.7%]
Intuit Inc. [2.62%]
Texas Instruments Incorporated [2.56%]
Schlumberger N.V. Common Stock [2.55%]
eBay Inc. [2.53%]
Level 3 Communications, Inc. Co [2.51%]

Dec 30, 2015
WEC Energy Group, Inc. Common S [3.65%]
Danaher Corporation Common Stoc [3.62%]
American Express Company Common [3.21%]
TJX Companies, Inc. (The) Commo [3.19%]
Texas Instruments Incorporated [3.12%]
U.S. Bancorp Common Stock [2.99%]
Berkshire Hathaway Inc B [2.97%]
Intuit Inc. [2.9%]
Schlumberger N.V. Common Stock [2.74%]
DaVita HealthCare Partners Inc. [2.73%]
Click here for Stock Holding Change Map in Neuberger Berman Guardian C Fund (NGDCX)

  

Latest News on Neuberger Berman Guardian C (NGDCX) Fund

See what is happening with Neuberger Berman Guardian C Fund (NGDCX)

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Neuberger Berman Guardian C Fund (NGDCX) Related ResourcesSee more information on Neuberger Berman Guardian C (NGDCX) Fund

Popular pages on Neuberger Berman Guardian C (NGDCX) Fund

  

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