2 / 5 Stars
1 1 5 3 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 464 Large Growth 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 20.16 percent over the past year, 13.54 percent over the past three years, and 13.93 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.6%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||13.9%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund invests mainly in common stocks of companies with a market capitalization greater than $7.5 billion at the time of purchase. It seeks to reduce risk by investing in multiple sectors and industries. The fund typically holds a limited number of stocks. It is non-diversified.
Fees are Above Average compared to funds in the same category.
Neuberger Berman Select Equities Fund has an expense ratio of 1.95 percent.
Risk is Low compared to funds in the same category according to Morningstar.