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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+4.76% 3 years+11.53%
3 months+6.43% 5 years+14.32%
1 year+22.56% Since inception+13.07%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+14.32%+14.24%
Expense ratio0.76%0.99%
Risk 5 year sharpe ratio1.301.37
Net assets$751.9M$5.4B
Average market cap$46.8B$139.3B
Average P/E19.822.1
Portfolio turnover72%72%

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Fund Management and Purchase Info

Fund familyNeuberger Berman
Fund manager & tenureDavid Levine / 9 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock89.23%
International stock5.46%
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 Chase5.38%
WMT Wal-Mart4.30%
TMUS T-Mobile US Inc4.11%
CMA Comerica Inc3.79%
ICE Intercontinental Exchange Inc3.32%
GILD Gilead Sciences3.21%
WHR Whirlpool Corp3.00%
MSI Motorola2.92%
ATH Athene Holding Ltd2.85%
CSX CSX Corp2.80%