Neuberger Berman Regency Tr
605 Third Ave 2nd FL New York NY 10158-0006
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Phone: 800-877-9700
| Category: | Mid-Cap Blend | | Fund Family: | Neuberger Berman | | Net Assets: | 51.51M | | Year-to-Date Return: | -12.07% | | Yield: | 0.73% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Jun-99 |
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S. Basu Mullick
Lead Manager since
07-Jun-05 | | | Mullick is a managing director and portfolio manager. He joined Neuberger Berman in 1998. Prior to joining the company, he was a portfolio manager at Ark Asset Management. |
| 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 |
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| The investment seeks growth of capital. The fund invests mainly in common stocks of mid-capitalization companies, which have a total market capitalization in the range of the Russell Midcap index. It seeks to reduce risk by diversifying among many companies, sectors and industries. The fund looks for undervalued companies with high-quality businesses. |
| Last Dividend
(17-Dec-07):
| 0.11 | | Last Cap Gain
(17-Dec-07):
| 1.58 | | Annual Holdings Turnover
| 80.00% | | Average for Category:
| 91.05% |
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| Expense | NBREX | Category
Avg | | Total Expense Ratio: | 1.24%
| 1.35% | | Max 12b1 Fee: | 0.10%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.32% | | Max Deferred Sales Load: | 0.00%
| 2.49% | | 3 Yr Expense Projection*: |
$400 | $621 | | 5 Yr Expense Projection*: |
$692 | $958 | | 10 Yr Expense Projection*: |
$1,523 | $1,896 |
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0.11% Nasdaq 
0.36%
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