Neuberger Berman AMT Balanced
605 Third Ave 2nd Ste 1620 New York NY 10058-0006
Map
Phone: 800-877-9700
| Category: | Moderate Allocation | | Fund Family: | Neuberger Berman | | Net Assets: | 24.04M | | Year-to-Date Return: | -19.88% | | Yield: | 1.42% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Feb-89 |
|
Thomas A. Sontag
Lead Manager since
20-Mar-06 | | | Sontag is a portfolio manager of the company. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks capital growth and reasonable current income without undue risk to principal. The fund primarily invests in the equity securities of mid-capitalization companies and other debt securities from U.S. government and corporate issuers. The fund normally invests between 50% and 70% of assets in equity investments. |
| Last Dividend
(15-Oct-07):
| 0.15 | | Last Cap Gain
(28-Feb-01):
| 5.29 | | Annual Holdings Turnover
| 54.00% | | Average for Category:
| 71.15% |
|
| Expense | NBABX | Category
Avg | | Total Expense Ratio: | 1.16%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.75% | | 3 Yr Expense Projection*: |
$372 | $623 | | 5 Yr Expense Projection*: |
$644 | $950 | | 10 Yr Expense Projection*: |
$1,420 | $1,859 |
|
|
11.08% Nasdaq 0.00%
Profile
