Neuberger Berman S/M Grw Tr
605 Third Ave 2nd FL New York NY 10158-0006
Map
Phone: 800-877-9700
| Category: | Mid-Cap Growth | | Fund Family: | Neuberger Berman | | Net Assets: | 7.94M | | Year-to-Date Return: | -12.50% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Sep-06 |
|
David H. Burshtan
Lead Manager since
05-Sep-06 | | | Burshtan is a vice president of Neuberger Berman Management and a managing director of Neuberger Berman, LLC. He has managed two equity mutual funds and other equity portfolios since 1990 at two other investment managers, where he also had responsibility for investment research, sales and trading. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks growth of capital. The fund normally invests at least 80% of assets in common stock of small- and mid-, and large-capitalization companies, which it defines as those with a total market capitalization within the market capitalization range of the Russell 2500 index at the time of purchase. The Fund seeks to reduce risk by diversifying among many companies, sectors and industries. |
| Last Dividend
(15-Dec-06):
| 0.06 | | Last Cap Gain
(17-Dec-07):
| 0.86 | | Annual Holdings Turnover
| 110.00% | | Average for Category:
| 117.29% |
|
| Expense | NBATX | Category
Avg | | Total Expense Ratio: | 1.08%
| 1.49% | | Max 12b1 Fee: | 0.10%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$356 | $696 | | 5 Yr Expense Projection*: |
$1,194 | $1,084 | | 10 Yr Expense Projection*: |
$3,387 | $2,130 |
|
|
0.11% Nasdaq 
0.36%
Profile
