3 / 5 Stars
2 3 4 4 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#131 in Large Growth
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 23.24 percent over the past year, 13.44 percent over the past three years, 17.99 percent over the past five years, and 8.26 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.8%|
|3 Years (Annualized)||13.4%|
|5 Years (Annualized)||18.0%|
|10 Years (Annualized)||8.3%|
The investment seeks long-term growth of capital by investing primarily in securities of companies that meet the fund's financial criteria and social policy. The fund invests primarily in common stocks of mid- to large-capitalization companies that meet the fund's social policy. It seeks to reduce risk by investing across many different industries. The Portfolio Managers employ a research driven and valuation sensitive approach to stock selection, with a long term perspective. Although the fund invests primarily in domestic stocks, it may also invest in stocks of foreign companies.
Fees are Average compared to funds in the same category.
Neuberger Berman Socially Responsive Fund has an expense ratio of 1.09 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.