3 / 5 Stars
4 5 5 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#131 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 24.64 percent over the past year, 14.07 percent over the past three years, 18.68 percent over the past five years, and 4.04 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.1%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||18.7%|
|10 Years (Annualized)||4.0%|
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.
Fees are Above Average compared to funds in the same category.
Neuberger Berman Focus Fund has an expense ratio of 1.11 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.