Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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+2.98% 3 years+15.13%
3 months-1.22% 5 years+14.12%
1 year+8.58% Since inception+12.30%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+14.12%+12.64%
Expense ratio0.76%1.20%
Risk 5 year sharpe ratio1.040.98
Net assets$736.3M$2.6B
Average market cap$32.6B$76.7B
Average P/E20.820.6
Portfolio turnover84%84%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

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


U.S. stock89.38%
International stock9.11%
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
JPM JPMorgan Chase5.50%
TEVA Teva Pharmaceutical5.21%
LLY Eli Lilly and Co4.84%
WSH Willis Group Holdings PLC4.40%
SWK Stanley Black & Decker Inc4.30%
CSCO Cisco4.12%
CMCSK Comcast3.76%
CVS CVS Caremark3.43%
NWL Newell Rubbermaid Inc3.36%
DAL Delta Air Lines3.16%

Partner Offers