Neuberger Berman Socially Resp Tr
605 Third Ave 2nd FL New York NY 10158-0006
Map
Phone: 800-877-9700
| Category: | Large Blend | | Fund Family: | Neuberger Berman | | Net Assets: | 327.00M | | Year-to-Date Return: | -16.68% | | Yield: | 0.61% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Mar-97 |
|
Arthur Moretti
Lead Manager since
18-Jun-01 | | | 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. |
| 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 long-term growth of capital. The fund invests mainly in common stocks of mid- to large-capitalization companies. It seeks to reduce risk by investing across many different industries. The fund looks for solid balance sheets, strong management teams with a track record of success, good cash flow, the prospect for above average earnings growth, and other valuation-related factors. |
| Last Dividend
(17-Dec-07):
| 0.10 | | Last Cap Gain
(17-Dec-07):
| 0.59 | | Annual Holdings Turnover
| 16.00% | | Average for Category:
| 71.67% |
|
| Expense | NBSTX | Category
Avg | | Total Expense Ratio: | 1.09%
| 1.11% | | Max 12b1 Fee: | 0.10%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$350 | $572 | | 5 Yr Expense Projection*: |
$606 | $873 | | 10 Yr Expense Projection*: |
$1,340 | $1,733 |
|
|
11.08% Nasdaq 0.00%
Profile
