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Neuberger Berman Focus Fund Institutional Class (NFALX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests in a concentrated portfolio, consisting mainly of common stocks of companies of any size that are selected using a fundamental, research driven approach. It typically holds a limited number of stocks. Because of this, the fund may at times be substantially over- and under- weighted in certain economic sectors.


1 month-2.38% 3 years+6.86%
3 months-0.82% 5 years+13.70%
1 year+3.87% Since inception+12.37%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+13.70%+14.71%
Expense ratio0.76%1.02%
Risk 5 year sharpe ratio1.301.24
Net assets$715.0M$4.1B
Average market cap$30.8B$114.7B
Average P/E23.020.0
Portfolio turnover52%52%

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Fund Management and Purchase Info

Fund familyNeuberger Berman
Fund manager & tenureDavid Levine / 8 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock87.76%
International stock7.88%
Fixed income0.02%
Top 5 Sectors
Portfolio weighting
Financial service 17.28%
Healthcare 17.18%
Industrial materials 14.47%
Energy 13.29%
Consumer service 8.16%
Top 10 Holdings
Portfolio weighting
TMUS T-Mobile US Inc5.07%
JPM JPMorgan Chase5.01%
WLTW Willis Towers Watson PLC4.54%
WHR Whirlpool Corp3.83%
PG Procter & Gamble3.56%
AGN Allergan3.55%
JCI Tyco3.54%
TEVA Teva Pharmaceutical3.37%
EOG EOG Resources Inc2.93%
LDOS Leidos Holdings Inc2.90%

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