Neuberger Berman Greater China Equity Fund Class A (NCEAX)

Net Asset Value
1 Day
Overall Morningstar Rating
China region
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets in equity investments that are tied economically to the greater China region. Its equity investments primarily will consist of investments in equity securities, including common stock, preferred stock, and depositary receipts. The fund may invest in companies of any market capitalization, but intends to invest primarily in mid- and large-capitalization companies. It is non-diversified.


1 month+5.67% 3 years--
3 months+15.12% 5 years--
1 year+27.64% Since inception+23.91%
Data through --

Peer Comparisonvs. China region

Performance 5-yr return--+3.65%
Expense ratio2.31%1.80%
Risk 5 year sharpe ratio--0.29
Net assets$93.8M$208.8M
Average market cap$17.8B$28.8B
Average P/E11.011.5
Portfolio turnover171%171%

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Fund Management and Purchase Info

Fund familyNeuberger Berman
Fund manager & tenureLi Tang / 1 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00


International stock86.12%
Fixed income5.42%
U.S. stock3.70%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- Ping An Insurance Group H Shares5.94%
-- Tencent Holdings Ltd.5.01%
BIDU Baidu Inc ADR4.97%
-- Industrial And Commercial Bank Of China Ltd H Shares4.31%
-- Dongfeng Motor Group Co Ltd H Shares3.68%
-- Sunac China Holdings Ltd3.66%
WBAI Ltd ADR3.55%
-- China Power International Development Ltd3.49%
-- China Mobile Ltd3.27%
-- China Pacific Insurance Group H Shares3.01%

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