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Neuberger Berman Global Allocation Fund Class C (NGLCX)

Net Asset Value
1 Day
Overall Morningstar Rating
World allocation
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks total return. To pursue its goal- the fund employs a fundamental and quantitative approach to allocating the fund's assets among various investment strategies that primarily invest in U.S. and non-U.S. equity and debt securities- commodities- and currencies. It may also obtain investment exposure to these asset classes through investments in exchange traded funds ("ETFs") or other investment companies. Under normal market conditions- the fund will invest so that at least 40% of its investment exposure comes from non-U.S. securities and other instruments.


1 month+1.82% 3 years+4.26%
3 months+2.62% 5 years+4.56%
1 year+15.65% Since inception+5.20%
Data through --

Peer Comparisonvs. World allocation

Performance 5-yr return+4.56%+5.63%
Expense ratio5.53%1.26%
Risk 5 year sharpe ratio0.560.83
Net assets$20.3M$2.5B
Average market cap$3.8B$40.2B
Average P/E27.416.9
Portfolio turnover176%176%

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Fund Management and Purchase Info

Fund familyNeuberger Berman
Fund manager & tenureBradley Tank / 6 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


Fixed income68.76%
U.S. stock21.71%
International stock1.18%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 10.28%
NRGSX Neuberger Berman Genesis Fund Class R69.25%
NRHIX Neuberger Berman High Income Bond Fund Class R68.08%
-- 7.71%
NUPRX Neuberger Berman U.S. Equity Index PutWrite Strategy Fund Class R67.10%
-- 6.50%
NRBIX Neuberger Berman Risk Balanced Commodity Strategy Fund Institutional Class6.29%
NRLNX Neuberger Berman Long Short Credit Fund Class R64.85%
-- 3.53%
NERIX Neuberger Berman Emerging Markets Debt Fund Institutional Class3.51%