Neuberger Berman Select Equities Instl
605 Third Ave 2nd FL New York NY 10158-0006
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Phone: 800-877-9700
| Category: | Large Blend | | Fund Family: | Neuberger Berman | | Net Assets: | 2.31M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 03-Mar-08 |
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Gerald Kaminsky
Lead Manager since
03-Mar-08 | | | Kaminsky joined Neuberger Berman in 1999. He worked as partner, managing director, head of Private Banking and chief investment officer of Cowen & Co. from 1985 to 1999. From 1983 to 1985, he was a co-founder of Friedlander, Hockler, and Kaminsky & Co. Prior to that, he had worked at Wertheim & Co. for 20 years. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $5,000,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund invests mainly in common stocks of companies with a market capitalization greater than $10 billion. It typically holds between 20-25 stocks at one time and generally will not hold more than 30 stocks. The fund normally invests no more than 8% of total assets in each stock at the time of purchase. It seeks to reduce risk by diversifying among many companies, sectors and industries. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 71.30% |
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| Expense | NBEIX | Category
Avg | | Total Expense Ratio: | %
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$N/A | $577 | | 5 Yr Expense Projection*: |
$N/A | $877 | | 10 Yr Expense Projection*: |
$N/A | $1,739 |
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