Neuberger Berman Socially Fund Quote
| NBSRX Fund | USD 47.72 0.06 0.13% |
PerformanceVery Weak
| Odds Of DistressLow
|
Neuberger Berman is trading at 47.72 as of the 22nd of March 2025; that is 0.13 percent down since the beginning of the trading day. The fund's open price was 47.78. Neuberger Berman has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund invests primarily in common stocks of mid- to large-capitalization companies that meet the funds quality oriented financial and ESG criteria. The portfolio manager employs a fundamental research driven approach to stock selection and portfolio construction, with a focus on long term sustainability issues that, in the judgement of the portfolio manager, are financially material. More on Neuberger Berman Socially
Moving against Neuberger Mutual Fund
Neuberger Mutual Fund Highlights
| Fund Concentration | Neuberger Berman Funds, Large Blend Funds, Large Blend, Neuberger Berman (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 19th of December 2022 |
| Fiscal Year End | August |
Neuberger Berman Socially [NBSRX] is traded in USA and was established 22nd of March 2025. Neuberger Berman is listed under Neuberger Berman category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Neuberger Berman family. This fund now has accumulated 1.35 B in assets with no minimum investment requirementsNeuberger Berman Socially is currently producing year-to-date (YTD) return of 1.99%, while the total return for the last 3 years was 13.64%.
Check Neuberger Berman Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Neuberger Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Neuberger Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Neuberger Berman Socially Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Neuberger Berman Socially Mutual Fund Constituents
| APTV | Aptiv PLC | Stock | Consumer Discretionary | |
| INTU | Intuit Inc | Stock | Information Technology | |
| MMM | 3M Company | Stock | Industrials | |
| EBAY | eBay Inc | Stock | Consumer Discretionary | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| ZBRA | Zebra Technologies | Stock | Information Technology | |
| URI | United Rentals | Stock | Industrials | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology |
Neuberger Berman Socially Risk Profiles
| Mean Deviation | 0.7399 | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.11 | |||
| Risk Adjusted Performance | (0.13) |
Neuberger Berman Against Markets
Other Information on Investing in Neuberger Mutual Fund
Neuberger Berman financial ratios help investors to determine whether Neuberger Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Neuberger with respect to the benefits of owning Neuberger Berman security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |