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Neuberger Berman Focus Fund Institutional Class (NFALX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
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+1.20% 3 years+9.50%
3 months+11.68% 5 years+11.09%
1 year-1.79% Since inception+12.07%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+11.09%+9.88%
Expense ratio0.76%1.18%
Risk 5 year sharpe ratio0.750.71
Net assets$705.0M$2.7B
Average market cap$31.6B$84.3B
Average P/E19.421.9
Portfolio turnover52%52%

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Fund Management and Purchase Info

Fund familyNeuberger Berman
Fund manager & tenureDavid Levine / 7 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock90.84%
International stock7.22%
Fixed income0.00%
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 Inc4.89%
WLTW Willis Towers Watson PLC4.87%
JPM JPMorgan Chase4.57%
SWK Stanley Black & Decker Inc4.23%
LLY Eli Lilly and Co4.13%
TEVA Teva Pharmaceutical4.06%
NWL Newell Brands Inc3.79%
CXO Concho Resources Inc3.76%
DAL Delta Air Lines3.66%
KO Coca-Cola3.37%

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