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Mutual Fund Insights: Neuberger Berman Guardian Inv Fund (NGUAX)

In-depth Analysis of Neuberger Berman Guardian Inv Fund (NGUAX)

Mutual fund chart: Neuberger Berman Guardian Inv Fund (NGUAX)

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See Neuberger Berman Guardian Inv Fund (NGUAX) performance details as of February 28, 2010

  

    Last Trade: $12.89 on 3/19/2010, Change: -0.10 (-0.77%)
Experiment our closing price forecasting tool for Neuberger Berman Guardian Inv Fund (NGUAX) (alpha release)

  

Fund ManagerFund Manager - Arthur Moretti

Fund Manager Tenure: 1.2 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (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 Inv Fund (NGUAX) What we like about Neuberger Berman Guardian Inv Fund (NGUAX)

Data for Neuberger Berman Guardian Inv Fund (NGUAX) as of February 28, 2010

  • Neuberger Berman Guardian Inv Fund (NGUAX) has good Long-term performance (5-year return 1.31% vs 0.31 % Large Blend category average)
  • Neuberger Berman Guardian Inv Fund (NGUAX) ratio of up-years vs down years is greater than 2
  • Neuberger Berman Guardian Inv Fund (NGUAX) has a Morningstar rating of 4 and above
  • Neuberger Berman Guardian Inv Fund (NGUAX) has an annual stock turnover rate of 29.00% vs Large Blend average of 79.86%. It is good that Neuberger Berman Guardian Inv management does not trade extensively for its return.
  • Neuberger Berman Guardian Inv Fund (NGUAX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.52, lower than category average of 20.62
  • Neuberger Berman Guardian Inv Fund (NGUAX) has a lower management fee than its Large Blend average: 0.97% vs 1.11%
  • Neuberger Berman Guardian Inv Fund (NGUAX) 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 Guardian Inv Fund (NGUAX) What we are cautious about Neuberger Berman Guardian Inv Fund (NGUAX)

Data for Neuberger Berman Guardian Inv Fund (NGUAX) as of February 28, 2010

  • Neuberger Berman Guardian Inv Fund (NGUAX) management has been with Neuberger Berman Guardian Inv Fund for only 1.2 years, it is hard to judge manager's ability based on this fund's operation record
  • Neuberger Berman Guardian Inv Fund is a focused fund with 43.40% 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 Inv Fund (NGUAX) has a less-than-ideal short-term performance (1-year return 49.73% vs 53.54 % Large Blend category average)
  • Neuberger Berman Guardian Inv Fund (NGUAX) has a less-than-ideal mid-term performance (3-year return -4.76% vs -5.77 % Large Blend category average)
See Neuberger Berman Guardian Inv Fund (NGUAX) performance details as of February 28, 2010

  

  

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Neuberger Berman Guardian Inv Fund (NGUAX) Net Asset

Track net asset change of Neuberger Berman Guardian Inv fund (NGUAX)

DateNet Asset
02/2010$1.03B
01/2010$915.23M
11/2009$915.98M
More historic net asset information on Neuberger Berman Guardian Inv Fund (NGUAX)

  

Neuberger Berman Guardian Inv Fund (NGUAX) Portfolio Allocation

Track portfolio allocation change of Neuberger Berman Guardian Inv fund (NGUAX)

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 Inv Fund (NGUAX)

  

Most Recent Top 10 Holdings in Neuberger Berman Guardian Inv Fund (NGUAX)

Discover what Neuberger Berman Guardian Inv Fund (NGUAX) 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 Inv Fund (NGUAX)

  

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