NBSRX (Neuberger Soc Resp;Inv)
Net Asset Value: 26.23
1-Day Return:
0.04 (0.15%)
YTD Return as of 2/9/12:
6.58%
Classification: Multi-Cap Core Objective: Growth Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
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Total Returns (As of 2/09/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 6.58 | -0.98 | 18.15 | 1.31 | 6.37 |
| Classification | 9.18 | 1.50 | 18.51 | 0.54 | 4.84 |
| Index (S&P 500) | 7.70 | 4.50 | 18.30 | 0.90 | 4.20 |
| % Rank in Class (1-best,100=worst) | 95 | 76 | 46 | 35 | 21 |
Fund Stats
More| Investment Objective: | Growth |
|---|---|
| Net Assets ($Mil) | 762.70 |
| Inception Date: | 3/16/94 |
| Manager Name, Tenure | Team Managed, NA |
| Expense Ratio: | 0.90% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 11/30/11)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Newfield Exploration Co Ord | NFX | 4.80 |
| Danaher Corp Ord | DHR | 4.74 |
| Google Inc Ord | GOOG | 4.28 |
| Bg Group Plc Ord | NA | 4.22 |
| Texas Instruments Inc Ord | TXN | 4.15 |
| Progressive Corp Ord | PGR | 3.92 |
| Procter & Gamble Co Ord | PG | 3.84 |
| Charles Schwab Corp Ord | SCHW | 3.68 |
| Scripps Networks Interactive Inc Ord | SNI | 3.46 |
| State Street Institutional Treas Mm Fd;inst | NA | 3.27 |
| % of Total Holdings | 40.36 | |
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